QUESTION

When deleting transactions with Rightworks Transaction Pro Deleter, what is the order that transactions should be deleted?

RESOLUTION

When deleting transactions with Deleter, the related transaction must first be deleted. For example, QuickBooks Online will not allow an Invoice to deleted until the related Receive Payments is first deleted.

Below is the recommended deletion order for transactions:

Sales & Accounts Receivable

Deposits

Receive Payments

Invoices

Sales Orders

Credit Memos

Sales Receipts

Purchases and Accounts Payable

Bill Payments

Bills

Item Receipts

Vendor Credits

Credit Card Charges

Credit Card Credits

Checks

Purchase Orders

Other Transactions

Transfers

Journal Entries

Lists can be deleted (made inactive) at any time. QuickBooks Online will not remove a list item (Customer, Vendor, etc) if it has any related transactions.