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Enter and delete transactions by batch in QuickBooks Desktop

This article covers enter and delete transactions by batch in QuickBooks Desktop. If you are using QuickBooks for Mac, see Import and export in QuickBooks for Mac

Detailed information
 
Quick tip
  • QuickBooks Desktop 2014 & 2015 Accountant Edition and QuickBooks Desktop Enterprise 14.0 & 15.0 Accountant editions allow batch entry of Checks, Deposits, Credit Card Charges/Credits, Invoices, Credit Memos, Bills, and Bill Credits.
  • QuickBooks Desktop 2013 Accountant Edition and QuickBooks Desktop Enterprise 13.0 Accountant editions allow batch entry of Checks, Deposits, and Credit card charges/credits.
  • To export transactions from another company file in a form that can be imported using this feature, see Copy Multiple Transactions from one company file to another
  • Create a backup of your company file before following the steps discussed in this article.

 

Enter transactions by batch

  1. From the Accountant menu, click Batch Enter Transactions.
  2. Select the Transaction Type and Account.
  3. Open the spreadsheet containing the transactions you need to record to QuickBooks Desktop. Arrange the columns in your spreadsheet to match the column order in the Batch Enter Transaction Screen
  4. Highlight the information, right click and select Copy.
  5. In the Batch Enter Transactions screen, right click the first date field and select Paste.
  6. The name and account will turn red if they are currently not listed in the company file. Click the name/account and select Quick Add or Set Up.
    Note: Use "To Print" instead of of transaction number if you want to add the transaction to your print queue.

  7. Click Save Transactions and Yes on Confirm Account screen.

Delete transaction by batch

Currently, only QuickBooks Accountant, QuickBooks Enterprise and QuickBooks Enterprise Accountant 2016 and newer are the versions that have the ability to delete transactions by batch. Discussed in this section are workarounds that you can use to accomplish the same task.

  • QuickBooks Accountant, QuickBooks Enterprise and QuickBooks Enterprise Accountant 2016 and newer.
  • QuickBooks Desktop Pro/Premier and QuickBooks Enterprise 2015 and earlier.
    • Press Ctrl+D to delete more quickly.
      Note: You can uncheck Warn when deleting a transaction or unused list item to remove the warning message when pressing Ctrl+D (Edit > Preferences > General > My Preferences).
    • You can also do this in the account register. For Example, you can delete invoices from Accounts receivable register. Highlight the transaction and press Ctrl+D.
    • You can visit the Intuit Markeplace for a third party application that can remove your unwanted transactions at once. If you are trying to remove all your transactions, see Start a new company file: use the Condense Utility to delete all transactions detailed instructions.
 
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12/9/2016 3:12:42 PM
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