How so i delete all last years entries (2024)

Thanks for getting back to us, lburhs1995.

How did you record the credit card payments? It is possible that you're creating another charges instead of payments. To ensure that we got everything right, we can delete and recreate the payment.

Here's how to delete the transaction:

1. Select Accounting on the left menu and go to the Chart of Accounts tab.
2. Look for the credit card account and click View register.
3. Click the payment you've created and select Edit.
4. Click More at the bottom of the Expense or Check window.
5. Select Delete and click Yes to confirm the action.

Here's how to create the credit card payment:

1. Click the + New button on the left menu and select Expense or Check.
2. Enter the bank account in the Payment account or Bank Account field.
3. Enter the Payee and the Payment date.
4. Go to the Category details section.
5. Enter the credit card account in the CATEGORY column.
6. Enter the DESCRIPTION, AMOUNT, and other details.
7. Click Save and new.

After that, we can go back to the Reconcile page and look for the credit card payment. Make sure that we're on the correct tab (Payments, Deposits, or All). If you still can't see the payment, make sure we set the correct filters.

1. In the Reconcile page, click the Filter option (funnel icon).
2. Set the filters correctly (Cleared status, Transaction type, Payee, and Date).
3. Click Apply.

With that, you should be able to able to reconcile the account. You can use this article as your guide to complete the reconciliation:Reconcile an account in QuickBooks Online.

I hope this takes out your confusion when recording the payments and reconciling the accounts. Have a great day!