I cannot delete last years Quickpay Transactions from Register...

John Dowling

After doing my YE Copy, I have my old 2020 data set that still has mortgage payments, etc, carried from 2021 in it. I usually just delete the current year carry overs and save the data set for future reference. After using the new Check Pay this past year I have 2021 Check Pay transactions in my registers which screws up all the tax categories, mortgages, that I cannot delete, zero, or otherwise modify to remove their effect on my 2020 data set. I keep getting the error that I must first cancel the transaction, which of course I cannot do since they were cleared and reconciled months ago. How can I delete or negate these 2021 transactions from my 2020 data set?

NotACPA

A YE copy won't delete any transaction that isn't reconciled, and won't delete any transfer were BOTH sides aren't reconciled. SO, are both sides of that mtg payment reconciled?  Both sides of the card payment, etc?

John Dowling

Thanks. Yes. All are reconciled. The problem is that as a CheckPay transaction, I can do NO modifications on the payment without "Cancelling the Transaction", which being months in the past is not possible. I used to be able to just delete the Registry entry with a warning with the prior Billpay or whatever system, but the new one one let old Registry entries be modified or deleted, period.

Quicken Francisco

Hello @John Dowling

I'm wondering here if we might be able to delete the transactions by trying an old method to delete billers. 

1. Open the account register with the payment.
2. Click to select the payment you want to delete.
3. At the top of the register, click Delete.
4. At the Delete Current Transaction prompt, click Yes.
5. Quicken displays a message, "This is an online payment that is due on [payment date]. To delete it, choose Edit menu > Transaction > Cancel Payment, then send it from the Online Center." (The exact wording of this message may vary).
6. When you see the message described above, press and hold the CTRL key and click OK.
7. Quicken displays a message, "Do you want to delete the transaction anyway?" (The exact wording of this message may vary). Hold CTRL and click Yes.
8. If Quicken displays subsequent messages regarding this same payment, hold CTRL and click Yes (or OK).
   
   

This was for the old bill pay method but I'm wondering here if it might work for the issue you're having. Let us know how it goes once you get the chance!

Thanks,
Quicken Francisco

John Dowling

Hi Francisco,
Thank you. I tried it and I get the message "This transaction must be cancelled before you can delete it". I held CTRL while clicking "OK" (the only option). No joy. I also tried cutting the transaction, just to see, but also same message. Bill Pay transactions etc, used to give the - you're only deleting the entry in the register, you know - message and allow the deletion, but really - once sent with Check Pay you can't get this thing out! :)

Quicken Francisco

@John Dowling

Thanks for the update. I'm wondering here are you able to change the status of the payment then try deleting it. I've seen some users have been able to do this but it seems to only work sometimes. In the status column you'll want to change it to paid if you're able to. If it does change ideally we should be allowed to delete the transaction.

Once you get the chance let us know if that works. From there we'll see what our next option is if the steps above do not work.

Thanks,
Quicken Francisco

John Dowling

Hi Francisco,
Thanks. If I click on status a window comes up showing that the Check Pay payment was made. I don't have any options to change it's status.

Quicken Francisco

@John Dowling

Thank you for letting me know. I have another idea similar to the first idea. This time we'll want to hold down CTRL and SHIFT then right click on the transaction and delete. Continue holding Ctrl + Shift the entire time and see if the prompts might give us something a bit different than the first time. Ideally this should overwrite the existing can't delete current transaction prompt that we're getting each time. 

Let us know if you're able to get through after trying this.

Thanks,
Quicken Francisco