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Post Options Post Options   Thanks (0) Thanks(0)   Quote Administrator Quote  Post ReplyReply Direct Link To This Post Topic: Transaction Delete Order
    Posted: 16 October 2008 at 2:58pm
When deleting transactions, keep in mind that you must first delete related transactions first. For example, QB will not allow you to delete an invoice until you delete all related receive payments.
 
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
Journal Entries
 
Lists can be deleted at any time. QB will not remove a list (customer, vendor, etc) if it has any related transactions.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote addaline Quote  Post ReplyReply Direct Link To This Post Posted: 29 September 2017 at 12:23pm
Also keep in mind that you must be in single-user mode (at least for Customers)

Unfortunately the TPD blithely reports that things are deleted, even though they are not if you are in multi-user mode (at least in version 6.02 Build 9200 with QuickBooks Desktop Pro 2017).

Thanks,

Dion
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Post Options Post Options   Thanks (0) Thanks(0)   Quote QBKaren Quote  Post ReplyReply Direct Link To This Post Posted: 29 September 2017 at 3:50pm
Visit our blog at http://www.blog.transactionpro.com for more tips and how to examples
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Post Options Post Options   Thanks (1) Thanks(1)   Quote addaline Quote  Post ReplyReply Direct Link To This Post Posted: 29 September 2017 at 3:54pm
And fair enough, but TPD doesn't warn the user, it just runs and says "OK done! All's good!"

A little confusing for newbies, especially as there is no built-in help.

Once that's figured out, though, TPD does what it claims.

Dion
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