Welcome to the Quickbooks Community. Thank you for detailing your concerns about being unable to delete transactions as it requires a passcode. I have pieces of information that could help clear some confusion. In QuickBooks Online, when you're ready to close out the year, close your books to...
Learn the reconcile workflow in QuickBooks Since you're new to QuickBooks Online, let me share these easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBO. Below are the following: All QuickBooks Tutorials....
Deleting Invoices in QuickBooks Online We often get questions from our Australian customers about whether to cancel or delete invoices in QuickBooks. So, I thought it might be helpful to talk about the differences and what they mean for your records. Voiding...
I'd be glad to provide some insights about reclassifying transactions in QuickBooks Online (QBO). You can utilize the Reclassify Transactions tool to change multiple transactions or move them to a different account. However, there are a few you can't move ...
We appreciate you getting back in the thread, dsplager. I have the information you need to fix a mismatched balance between the bank and Quickbooks Online. QuickBooks is dependent on the transactions provided by your bank. It will also be affected by manually recorde...
The steps posted by Mark_R are for QuickBooks Desktop. I'd be more than happy to guide you through deleting transactions in QuickBooks Online. Here's how: In your left navigation bar, go to Banking, then access the Banking tab. Pick an account to work with b...
The steps posted by Mark_R are for QuickBooks Desktop. I'd be more than happy to guide you through deleting transactions in QuickBooks Online. Here's how: In your left navigation bar, go to Banking, then access the Banking tab. Pick an account to work with ...
I'd be glad to provide some insights about reclassifying transactions in QuickBooks Online (QBO). You can utilize the Reclassify Transactions tool to change multiple transactions or move them to a different account. However, there are a few you can'...