There are different types of transactions in QuickBooks, some of them get cleared by the bank, or some transactions gets stucked in the middle. Briefly, these transactions are known as uncleared transactions.
Uncleared transactions in QuickBooks are those transactions which are already recorded in the books of accounts but have not been cleared by the banks yet. It’s important for the users to understand how they can delete the uncleared transactions so that the account’s value can be matched and balanced.
Well, this blog will provide you with all the information on how to delete the uncleared transactions in QuickBooks. So, stay tuned and read this complete blog.
How to Extract Uncleared Transactions in QuickBooks?
Given below are the steps that you can follow step by step to extract the data of uncleared transactions in QuickBooks.
- The initial step in the process is to launch QuickBooks on your PC.
- Then, navigate to the top menu bar or navigational panel and click on the “Reports” option.
- Now, under the list of options, click on the “Balance Sheet” option.
- Moving ahead, click on the “Amount” > “Customize” option which is available at the left side of the screen.
- After that, a pop-up dialog box will appear on your screen. There, you have to select the list.
- Now, select the account of which you wants to extract the uncleared transactions.
- Next, click on the “All Tab” option available under the distribution account tab.
- At last, apply the preferences and filters by selecting the status as uncleared entries, followed by a click on the “Run” option.
- Once the report is extracted, provide the location where you want to get the file saved.
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How to Delete Uncleared Transactions in QuickBooks?
Once you have extracted the report of uncleared transactions, then let’s have a look at the process that you can follow to delete the uncleared transactions in QuickBooks.
- First of all, go to the home page of QuickBooks desktop.
- Thereon, click on the “Transactions” tab option.
- After that, from the drop-down options list, click on the “Sales Entries” option.
- Then a new window with the sales-related transactions for the day will be open on your screen.
- Next, select the uncleared transactions you want to delete and click on them.
- Now, a detailed view of the transactions will be open on your screen.
- Moving ahead, scroll down to the bottom of the screen and then click on the “More” option.
- Then, click on the “Void” option under the list of options provided there.
- At last, click on the “Yes” option to finalize the process. Once you have voided the transactions, you can delete the uncleared transactions in QuickBooks.
How to Run Uncleared Transactions Report in QuickBooks Online?
Run the Bank Report Filtered by Cleared Status:
Below are the steps you can follow to generate a report of the uncleared checks in QuickBooks online.
- Initially, go to the “Accounting” menu option.
- Under the list, click on the “Chart of Accounts” option.
- Next, search for the bank account you want to use the report.
- After that, under the “Actions” drop-down menu list, click on the “Run Report” option.
- Thereon, do a click on the “Customize” option.
- Followed by the above steps, select the report period as the “All Dates” option.
- Next, click on the “Filter” option.
- From the drop-down menu list, select the following options: Bill Payment (Check), Liability Payment (Check), Paycheck.
- Moving ahead, click on the “Cleared” checkbox option.
- Then click on the drop-down menu options and the “Uncleared” option.
- At last, end this process by clicking on the “Run Report” option.
You can also click on the “Save Customizations” button to save the report customization for future use.
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Run the Bank Report Sorted By Cleared Status:
Through these given below steps, you can easily identify the uncleared checks, which are sorted by the cleared status.
- Firstly, click on the “Accounting” menu option.
- Then, for moving ahead, you have to click on the “Chart of Accounts” option.
- Now, select the bank report for which you want to run the report.
- After that, click on the “Action” column option, and from the drop-down options list, click on the “View Register” option.
- Followed by the above steps, perform a click on the “View Register” option.
- Thereon, perform a click on the “Run Report” option.
- Followed by the above steps, click on the “Report Period” drop-down menu list.
- Next, select the “All Dates” option and click on the “Sort” drop-down option.
- At last, click on the “Clr” option, followed by a click on the “Descending Order” option.
Now, you have successfully cleared the uncleared transactions in QuickBooks online.
To Conclude
We hope you find this blog informative. In this post, we have provided you with all the information on how to delete uncleared transactions in QuickBooks. If you want to delete the uncleared transactions without putting in any effort, then you can reach out to our QuickBooks experts. Our experienced and professional experts are available 24*7 at the help desk to attend to your query.