You can delete the transactions or lists from QuickBooks Desktop using SaasAnt Transactions (Desktop). It is never made so easy. You can search the transactions by following methodologies.
1. Transactions associated with Uploaded Files
2. Search Transactions in QuickBooks Desktop
Transactions Associated with Uploaded Files
You can easily search and select the transactions associated by files which were uploaded through SaasAnt Transactions (Desktop). This will save time and effort if you have uploaded the incorrect data.
Kindly navigate to "Delete" Screen using "DELETE" Button on Home Screen or navigate to "File >> Delete".
1. Click on "Uploaded Files" Tab in the delete screen.
2. Select the appropriate Date Range.
3. Click the Search Button.
4. Uploaded files will be listed in the grid based on search criteria.
5. Click on "Delete" icon (
) in the grid.
6. Transactions/Lists uploaded via the selected file will be shown.
7. Click On Delete Button and provide the confirmation to proceed.
8. Associated Transactions/Lists will be deleted and the result screen will be shown with the relevant information.
Before deleting the data in QuickBooks, It is advised to download the report using "Download" option available in Delete Screen. It can be useful for any reconciliation.
Search Transactions in QuickBooks Desktop
If you would like to delete the transactions created manually or by other sources in QuickBooks Desktop, then you can follow the below instructions to delete those transactions.
1. Select "QuickBooks Search" tab in the delete screen.
2. Select the QuickBooksType (Entity). Ex: Invoice,Bill,Payment.
3. Select one of the below Date Type.
Created Or Modified Date : Transaction or List Entity Creation Date or last updated date ( The date when the transaction has been created in QuickBooks)
Transaction Date : Date at which the transaction happened. Ex: Invoice Date, Bill Date
4. Select the appropriate Date Range.
5. Click the Search Button.
6. You will get the search results based on the given date range.
7. Click On Delete Button and provide the confirmation to proceed.
8. Associated Transactions/Lists will be deleted and the result screen will be shown with the relevant information.
Filters:
SaasAnt Transactions (Desktop) allows you to narrow down the search by Customer, Vendor, Accounts, Reference Nos( Invoice No, Bill No, etc.).
1. Click on "Filter" Tab.
2. Choose the filter Type (Accounts , Customer , etc) based on your need.
3. Based on your selection, the corresponding references will be populated in the adjacent list (Filter Values).
4. Select the values and save the filter.
5. You can add multiple filters ( Ex: Accounts with Customer Names ).
