How To Batch Delete Transactions In QuickBooks Online

Managing extensive financial data in QuickBooks Online can be quite challenging, particularly when duplicate or outdated transactions accumulate over time. Although QuickBooks Online does not include a built-in feature for batch deleting transactions, tools like SaasAnt Transactions Online make it feasible to perform this task efficiently. 

This guide will show you how to use SaasAnt for batch deleting transactions, ensuring your records remain accurate and well-organized.

This blog is intended for small business owners, accountants, bookkeepers, and finance professionals who use QuickBooks Online and are looking for a simple, reliable way to batch delete transactions and maintain organized, up-to-date financial data.

Also Read: How to Delete Multiple Expenses in QuickBooks Online

How to Batch Delete Transactions with SaasAnt?

Always back up your QuickBooks Online data before you begin. Even though SaasAnt is designed to be safe and reliable, a backup provides an added layer of security. Follow the steps below to get started.

Step 1: Log In to Your QuickBooks Account

• Log in to your QuickBooks account.

Step 2: Navigate to the Apps Menu

• On the left side of the QuickBooks dashboard, you can see the menu bar with various options.

• Select “Apps.” Click the dropdown and select “Find Apps.”

Step 3: Search and Install SaasAnt Transactions

• In the search bar, type “SaasAnt Transactions.”

• Look for the logo labeled “tr” and click on it, as shown by the arrow in the image below.

• Once you select the logo “tr”, select “Get App Now” to install the application.

Step 4: Open SaasAnt Transactions

Once installed, QuickBooks will automatically sync with the SaasAnt Transactions app, which will open in a new browser tab.

On the SaasAnt dashboard:

• On the left side of the SaasAnt Transactions dashboard, you can see the menu bar with various options.

• Select “Bulk Upload.”

• Select “Received Payments” under the customer transaction section.

Step 5: Upload your Excel file

• Upload your “Customer Received Payment” Excel file in the red box as shown in the image.

Step 6: Connect and Map Your Excel File

• Once uploaded, SaasAnt will sync the data from your Excel sheet. 

• Review the field mapping to ensure all columns (e.g., Invoice Number, Amount, Payment Date) are correctly matched with SaasAnt fields.

Step 7: Filter and Search for Transactions

• Review the list of results and click the checkboxes next to the transactions you wish to delete.

• You can see a dropdown “Batch Actions”. Click the dropdown and select “Delete”.

Step 8:  Confirm Deletion

• Once you click delete, a pop-up will ask you to confirm your deletion.

Step 9:  View Deleted Transactions

• You can see that your data is no longer available.

Also Read: How to Delete a General Ledger Account In QuickBooks Online?

Wrap Up

To maintain clean and precise financial records, being able to batch delete transactions can save you a lot of time. SaasAnt Transactions Online gives you a structured and trustworthy approach to handle and remove unwanted data from your QuickBooks Online account. By following the instructions in this guide and applying filters carefully, you can optimize your workflow and keep your financial records up to date with greater ease and confidence.

You can explore all its features with a 30-day free trial, no credit card required, and see how it can optimize your bill and transaction management process.

If you have inquiries regarding our products, features, trial, or pricing, or if you require a personalized demo, contact our team today. We are ready to help you find the ideal solution for your QuickBooks workflow.

Frequently Asked Questions

1) What types of transactions can I batch delete using SaasAnt?

You can delete various transaction types, including invoices, bills, payments, journal entries, credit memos, and more, depending on your filters and selection criteria.

2) Can I undo a batch delete in SaasAnt?

SaasAnt does not have an undo function. Be sure to export and save your transaction data before you delete it, so you can refer back to it or re-import it if needed.