This article will give tips and steps on how to enter and delete transactions from QuickBooks in a more efficient way. Before following any of the steps provided in this KB, it is must to create a backup of your company file.
Enter a batch of transactions into a company file:
Click on the Transaction Type from the drop down arrow. Select Checks, Deposits, Credit Card Charges & Credits, Invoices & Credit Memos, or Bills & Bill Credits.
Note: QuickBooks 2013 only has the options for Checks, Deposits, and Credit Card Charges & Credits.
Select the appropriate bank account from the drop down arrow or select New.
Open the spreadsheet containing the transactions to paste into QuickBooks.
Arrange the columns in your spreadsheet to match the column order in the QuickBooks Batch Enter Transactions screen.
Highlight the transactional information, right click on it and select Copy.
In the Batch Enter Transactions screen in QuickBooks, right click the first date field in the list and select Paste.
The information from the spreadsheet displays in the Batch Enter Transactions screen.
Alternatively, you may wish to separate one transaction into two or more separate transactions with the same transaction number on the original spreadsheet. This will avoid the need for manual data entry.
Adding a Class:
Note: If a Class is selected prior to an Item, the Class will be removed when the Item is selected.
You can only delete one transaction at a time in QuickBooks. This section will give you tips to help you eliminate transactions more efficiently.
QuickBooks Accountant 2016 and QuickBoosk Enterprise Solutions 2016:
QuickBooks Pro/ Premier 2016, Enterprise Solutions 2015 and earlier: