QUESTION

How can Transactions be filtered in Rightworks Transaction Pro Deleter?

RESOLUTION

When first retrieving transactions to delete in Deleter, the transactions can be filtered by either a Date or Reference Number range. Once the transactions are in the grid, they can be sorted by any column by clicking on the column header. Click once to sort in ascending order, and click twice to sort in descending order.

To remove any data that should NOT to be deleted, highlight the row and click the DELETE ROWS button. This will remove the rows from the grid, not from QuickBooks Desktop (QBDT). Remove all data that is NOT to be deleted from the grid using this method. The remaining rows in the grid will be the data that will be deleted from QBDT by clicking DELETE TXNS.