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AK2487
Level 1
posted
January 05, 202205:40 PM
last updatedJanuary 05, 20225:40 PM
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I have checks that were written in the last 2 previous years that have never cleared. They continue to show up as uncleared transactions on my reconciliation reports. What is the best way to remove them from the system since the checks are no longer valid?
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- QuickBooks Desktop
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5 Comments 5
DebSheenD
QuickBooks Team
January 05, 202207:46 PM
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Uncleared transactions
Hello,AK2487.
Thank you for reaching out to us here in the Community. I'm here to provide some information about the uncleared transaction on your reconciliation report.
Ensure these transactions are relevant yet uncleared, you'll have to wait until it'll get cleared from the bank. However, if it's a duplicate, you can delete it in the bank register. Here's how:
- Go to theBankingmenu.
- ChooseBankFeeds and thenBankFeeds Center.
- In the Items Reviewed section, hit the account with thetransactionsyou want toremove.
- Click items toDelete.
- Tap thetransactionsyou want todelete.
- ClickDelete.
In addition, I've added this article that you can check about how to import web connectin QuickBooks Desktop.
I'm all ears if you have other questions about bank transactions in QuickBooks. Take care!
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lexylu
Level 2
July 20, 202305:53 AM
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Uncleared transactions
H have the same issue but my client ha over 5000 uncleared transactions. They are marked with an "R" on the register. How do I clean this up quickly?
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LeizylM
QuickBooks Team
July 20, 202307:30 AM
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Uncleared transactions
Hi there, lexylu.
I'd be glad to help you clean up uncleared transactions in QuickBooks Desktop (QBDT).
But before doing so, let's make sure to secure a backup copy of your company file. This way, you'll be able to restore it anytime you want to undo the process.
To start, simply open the transaction and select the Delete option. Alternatively, you can use the keyboard shortcut CTRL + D to automatically delete an entry.
Another option is to have the Admin or External Accountant user log in and delete the transactions in bulk.
Here's how:
- From the File menu, selectSwitch to Single-user mode. If you see Switch to Multi-user mode, don't select it.
- Go to the Accountant menu and select Batch Delete/Void Transactions.
- Choose the transactions you want to delete or void from the Available Transactions list.
- Click on Review & Delete (or Review & Void).
- SelectBack Up & Deleteor Back Up & Void. You can also skip the backup and selectDelete onlyor Void onlyfrom the dropdowns.
- Click Yes to confirm you want to delete or void the transactions.
Lastly, you can visit the Desktop Apps website and find a suitable deleter application. Simply enter the keyword "deleter" in the search field provided.
If you have any additional questions about un-cleared transactions, I'm always here to help. You are welcome to reply below or post again. Have a good one!
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lexylu
Level 2
July 20, 202301:02 PM
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Uncleared transactions
My apologies. I am using quickbooks online - qbo
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DebSheenD
QuickBooks Team
July 20, 202302:03 PM
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Uncleared transactions
Thanks for getting back to us, @lexylu.
Let me help you remove these uncleared transactions in QuickBooks Online (QBO).
If the transactions are automatically downloaded from the bank, you can proceed with the steps I previously mentioned. However, if you manually entered the transactions into QuickBooks, you'll have to delete them manually as well.
Here's how:
- Click theBankingmenu.
- Select the correct bank account.
- Go to theReviewedtab and mark the items you want to delete.
- Click theBatch actionsbutton.
- ChooseExclude Selected.
- Once done, go to theExcludedtab.
- Mark the transactions. Then, click theBatch actionsbutton.
- ClickDelete.
To learn more about this process, read this article: Exclude expenses from downloaded bank transactions.
Lastly, I recommend visiting this Community article:Reconcile Workflow. It contains in-depth details about starting, fixing any differences, and completing the reconciliation process.
Please let me know how it goes or if you have other concerns. I'll be around to help some more. Take care.
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