Easily Delete Option Choice in the Expense Statement

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How to Delete Option Choice in the Expense Statement

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[Music] hi my name is Emily Im the product expert here at tally and today Im going to show you how to delete a report before we get started please remember that if you delete an expense report all expenses in the report and their associated receipts will be permanently deleted however if you havent deleted expenses that were imported from a credit card feed those can be re imported by using the credit card icon on the purchases or expense reports pages lets get started first lets go to the expense reports page locate the reports be deleted now click the trashcan icon once you delete you will have a few moments to undo the action then your report will be gone forever thank you for joining us today my name is Emily and as we like to say here is tally happy expense reporting

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What is the difference between void and delete in QuickBooks?

When you void a transaction in QuickBooks, you still have a record of the transaction, but it wont affect your account balances or reports. When you delete a transaction in QuickBooks, the transaction is completely erased from your books, and it wont appear on any reports or in any accounts.

How do I edit Expense categories in QuickBooks?

Is there a way to rename / edit an expense category? Open your Chart of Accounts. Look for the expense category. Click the drop-down list beside Run Report, then select Edit. Rename the expense category and click Save and close.

How do I delete an expense transaction in QuickBooks?

Delete an expense Go to Bookkeeping then Transactions and select Expenses (Take me there). Find the expense you want to delete. Select View/Edit ▼ dropdown in the Action column, then select Delete. Select Yes to confirm that you want to delete the transaction.

How do I add and delete Expense categories in QuickBooks Online?

How to delete a category On the left navigation bar, click Banking. Select the account. Go to the For review tab. Choose a transaction. Select Categorize. Change the category, then hit Add.

What happens if I delete an expense in QuickBooks?

Deleting a transaction in QuickBooks may affect your account balances or reports if they are already reconciled. However, if you just created the transaction and isnt reconciled yet, you can delete it. Then, recreate a new one if needed. Also, please know that deleting a transaction is irreversible.

How do I delete a category in QuickBooks expenses?

Class categories Go to List. Click Class List. Select a category you want to delete. Click Delete.

Can I change a category in QuickBooks?

Edit or remove a category Go to Get paid pay or Sales, then select Products services (Take me there). Select the dropdown More ▼, then Manage categories. Select Edit from the Action column. Make the changes you want and select Save.

How do I delete a category in QB online?

How to delete an expense category? Go to the Accounting menu. In the Chart of Accounts tab, find the account you want to make inactive. You can utilize the search box to easily find the account. Once you find the account, click the drop-down arrow under the Action column. Then, select Make inactive.

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