Enter And Delete Transactions By Batch In QuickBooks Desktop

Enter and delete transactions by batch in QuickBooks will help you to manage your transactions and also make your accounting experience much easier and more time-saving. Thus, in this article, we will show you the easiest way to enter and delete transactions in QuickBooks accounting software without having to resort to any third-party software or plugins/add-ons.

Important Features Of Enter Transactions in QuickBooks

Some of the important features that you get from entering transactions by batch in QuickBooks Desktop can be listed below:

• Easily select an order to display columns of data and from multiple data fields.
• Enter transactions in a customizable data entry grid without any hassle.
• Copy, paste and save 1000+ transactions from Spreadsheet (MS Excel) in one place.

There are several more features you get with QuickBooks Desktop App.

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Steps To Enter Transactions In QuickBooks Desktop

See these simple steps given below to enter transactions by batch in QuickBooks Desktop. But before you apply these given steps, back up your QuickBooks Company file data.

• Open QuickBooks Desktop, click the name or account and choose either Quick Add or Set Up.
• Go to Accountant menu and click Batch Enter Transactions.
• From the Transaction Type drop-down list box, select your preferred transaction medium (such as Cheques/Checks, Deposits, Credit Card Charges & Credits, Bills & Bill Credit and Invoices & Credit Memos).
• Next, from the Bank Account drop-down list box, select your preferred option (such as 10100 Checking, 10400 Petty Cash, 10300 Savings and Escrow).
• Now, open the Spreadsheet (MS Excel doc) carrying the transaction that you want to enter or record in QuickBooks Desktop.
• Categorize the columns in your Spreadsheet in order to verify the arrangement of columns in the Batch Transaction screen.
• Press Ctrl + A on your keyboard to select all the items, then press Ctrl + C to copy the items. Alternatively, you may right-click anywhere on the highlighted items and select Copy from the menu.
• In the Batch Enter Transaction screen, right-click the first Date field and select Paste from the menu. Alternatively, pressing the Ctrl + V keys on your keyboard will paste the copied items in the column.

Note: If you do not create or specify your name and account in QuickBooks Desktop, it will display in red color, if not listed in the company file.

Using Split Transactions In QuickBooks Desktop

To add multiple split lines to a transaction, you can use the split transactions feature in your QuickBooks Desktop accounting software. Split transactions allow you to add one or more secondary split lines to transactions quickly and easily. The steps to do this are given below:

• Open QuickBooks Desktop, click the name or account and choose either Quick Add or Set Up.
• Go to Accountant menu and select Enter QuickBooks Transactions.
• Select your preferred options from the Account Type and Bank Account drop-down list boxes.
• Choose the transaction from the list for which you want to add split lines, then click the Split button.
• In the Split Check window, fill the required details for each split on separate lines.
• Click the OK button to return to the Enter QuickBooks Transactions screen.
• Repeat steps 4 through 6 to create additional transactions data using multiple split lines.

Important Features of Delete Transactions in QuickBooks By Batch

Some of the important features that you get from deleting transactions in QuickBooks can be listed as under:

• Safely avoid deleting a transaction which can actually affect another transaction.
• You can filter the transaction date range by the last modified date.
• The Delete function helps you in making decisions carefully, especially when trying to delete data in QuickBooks.

Steps To Delete Transactions

Currently, only a few variations of the QuickBooks accounting software allow the delete transactions by batch feature to its users. These editions include:

• QuickBooks Desktop Pro
• QuickBooks Desktop Premier
• QB Premier Accountant 2016 or later
• QuickBooks Enterprise Accountant 2016 or later
• QuickBooks Enterprise Solutions 16.0 or later

Thus, if you are using any of the QuickBooks variations mentioned above, you can use the delete transactions in QuickBooks.

Given below are simple steps that will allow you to delete transactions in QuickBooks. It is important to note that before you begin, you must back up your QuickBooks company file.

• Open QuickBooks on your PC.
• Go to Edit -> Preferences -> General -> My Preferences.
• Unmark the Alert when removing a transaction or unused detailed item checkbox.

Note: The confirmation message to delete the selected transaction will not be displayed on your screen.

• You may also delete transactions directly from Account Register in QuickBooks.