Deleting information goes against the grain of most accountants and bookkeepers, so questions often arise about Transaction Pro Deleter. But there are many times when Deleter is essential to resolve bigger problems in QuickBooks. Here we offer two case studies where Transaction Pro Deleter saves the day.
Case Study 1: Accidental Data Import
It occasionally happens where a bookkeeper or accountant accidentally imports data that had previously been recorded in the QuickBooks file. If a backup had been created immediately before the import, the backup could be resolved, but sometimes this is not the case.
When Transaction Pro Deleter is installed, you can resolve this issue with just a few keystrokes versus spending hours manually deleting the entries. Here’s the steps:
- Select the Transaction or List Type and then select the Filter range.
- Once the selections have been made, click RETRIEVE TRANSACTIONS. The transactions to be deleted will appear in the selection grid.
- To remove any data that should not be deleted, highlight the appropriate data row and click DELETE ROWS. (Note: this does not delete any data.)
- When all data has been removed that is not to be deleted, click DELETE TXNS.
Case Study 2: Bank Account Attached to Wrong Company File
In the event transactions are attached to the wrong company file, Transaction Pro Deleter can easily fix this detrimental issue. In the following steps, we’ll assume that a bookkeeper attached a bank account to the wrong company file and downloaded and processed transactions for months. Here’s the steps:
- If the bank transactions are in one account, Check Transaction Type can be used to retrieve checks for the relevant time period.
- Once the selections have been made, click RETRIEVE TRANSACTIONS. Retrieved Transactions are then sorted by the bank account number. The transactions to be deleted will appear in the selection grid.
- To remove any data that should not be deleted, highlight the appropriate data row and click DELETE ROWS. (Note: this does not delete any data.)
- When all data has been removed that is not to be deleted, click DELETE TXNS.
- Repeat the above process for Deposits.
- Finally, delete the bank account from the company file and terminate the bank feed connection.
Add Transaction Pro Deleter to your accounting arsenal and have it available when needed. Transaction Pro Deleter can solve big and different types of errors in QuickBooks in easy, time-saving ways.
To learn more about Transaction Pro Deleter, reference this Knowledge Base article. If you need additional support, contact our Customer Success Team at support@transactionpro.com.
