Delete Payment Field in the New Company Setup Checklist and eSign it in minutes

Aug 6th, 2022
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How to Delete Payment Field in the New Company Setup Checklist

4.6 out of 5
7 votes

[Music] now I want to show you how to delete a transaction I dont want to mess up my file so Im going to close this company and then Im gonna open up a sample file because I dont care if I mess that up if you ever see this update company dialog box what it really means is that this company file that were trying to open its older than this 2019 version so the only way we can open it is if we say yes and allow QuickBooks to update the company file and this is reminding us that we are opening up a sample file so dont put your real transactions in here no I dont like this view this view here on the left so what I do is I click on view I click on hide icon bar and then I open up my open windows list so Im just going to go to enter bills enter a random bill Bayshore water 1 million dollars and that was for advertising Im going to click Save and close ok to delete a transaction its very similar to the 3 step process for changing a transaction 1 you have to find the transaction so I

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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Deleting a customer payment Go to Banking. Select the blue tile for the account you want to review. Select the Categorized tab. Find the transaction you want to remove. Select Undo from the Action column.
About deleting checks Deleting a check that pays a spend money transaction also deletes the spend money transaction. If you want to cancel a printed check but keep a record of its history in the check register, void the check instead.
For good bookkeeping, its better to void a transaction, when you can, rather than delete it so you keep a record of the transaction. You can delete all transaction types in QuickBooks, but you can only void certain transaction types.
Checklist of what youll need to set up a new business in Company name, address, phone number, email address, etc. Business structure (DBA, C corp, S corp, etc) and Tax ID. Cash basis or Accrual based accounting. Bank account numbers and statements. Credit card account numbers and statements.
Select Invoice Payments. Select the payment you want to delete. Select More Options, then select Delete.
Delete a paycheck: This removes the paycheck from your payroll. You can delete paychecks if you havent sent your payroll to us yet. Void a paycheck: This changes your paycheck dollar amount to zero. You may need to make adjustments to balance your books.
As it is good business practice to keep a complete record of all transactions, invoices (and their numbers) should also be retained. Because of this, its better to void invoices instead of deleting them. If you delete the invoice then someone at some point will say What happened to invoice #1234?.
Voiding changes the amount of the transaction to zero but keeps a record of the transaction in QuickBooks. Deleting removes the transaction entirely in QuickBooks. It also causes the bill(s) paid to return to unpaid status.

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