![]() ![]() In the very first step, you need to install and transfer the data transfer utility provided by Intuit. You can add multiple filters ( Ex: Accounts with Customer Names ).Step 1: Install and download data transfer utility Based on your selection, the corresponding references will be populated in the adjacent list (Filter Values).Ĥ. Choose the filter Type (Accounts, Customer, etc) based on your need.ģ. SaasAnt Transactions (Desktop) allows you to narrow down the search by Customer, Vendor, Accounts, Reference Nos( Invoice No, Bill No, etc.).Ģ. Associated Transactions/Lists will be deleted and the result screen will be shown with the relevant information. You will get the search results based on the given date range.Ĩ. Transaction Date : Date at which the transaction happened. ![]() Ex: Invoice,Bill,Payment.Ĭreated Or Modified Date : Transaction or List Entity Creation Date or last updated date ( The date when the transaction has been created in QuickBooks) Select " QuickBooks Search" tab in the delete screen.Ģ. If you would like to delete the transactions created manually or by other sources in QuickBooks Desktop, then you can follow the below instructions to delete those transactions.ġ. Search Transactions in QuickBooks Desktop Associated Transactions/Lists will be deleted and the result screen will be shown with the relevant information.īefore deleting the data in QuickBooks, It is advised to download the report using "Download" option available in Delete Screen. Click On Delete Button and provide the confirmation to proceed.Ĩ. Transactions/Lists uploaded via the selected file will be shown.ħ. Click on "Delete" icon ( ) in the grid.Ħ. Uploaded files will be listed in the grid based on search criteria.ĥ. ![]() Click on " Uploaded Files" Tab in the delete screen.Ĥ. Kindly navigate to "Delete" Screen using " DELETE" Button on Home Screen or navigate to "File > Delete".ġ. This will save time and effort if you have uploaded the incorrect data. You can easily search and select the transactions associated by files which were uploaded through SaasAnt Transactions (Desktop). Search Transactions in QuickBooks Desktop Transactions Associated with Uploaded Files Transactions associated with Uploaded FilesĢ. You can search the transactions by following methodologies.ġ. ![]() You can delete the transactions or lists from QuickBooks Desktop using SaasAnt Transactions (Desktop). ![]()
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