x

Can you delete a transaction?

How do you delete a completed "Cash" transaction? I ran it just as a test.

Message 1 of 270
138,183 Views
3 Verified Answers
Verified Answer

Re: Delete a sale record?

Hello @alexaiezza, welcome to the Seller Community! 

 

Currently adding the ability to delete a transaction is not on our road map. The reasoning behind this is we use this information to submit 1099-K's to the IRS. I'm not saying you would do this, but it would be easy to cook your books if this ability was available. 

 

Another request on this thread is to be able to void transactions so they don't show on reports. Currently we are in the process of collecting feedback for this request. I don't have a timeline on when it might be available. 

 

If you have any other questions please let me know! 

EJ_
Verified Answer

Re: Can you delete a transaction?

@TomTr

 

I appreciate your feedback in regards to this. I know you've probably read this multiple times within the Seller Community, but we really do send customer feedback over to our Product Teams, and advocate for changes for you.

 

I absolutely agree that a void feature would help with training and testing, and also make reporting look a lot cleaner as well. You make a great point that with test payments, or payments made by mistake, nothing is ever actually sold, so your gross sales report shouldn't reflect a sale (which is what results when issuing a refund).

 

As you've alluded to in your previous post, there are two different requests within this thread. Some folks are looking for the ability to completely remove or delete a transaction, which isn't possible at this time. We don’t have any new information around whether or not this will ever become available.

 

The other option that folks are looking for, having an option to mark payments that have been completed as voided/cancelled rather than refunded, would help sellers a ton and we’ll continue to reiterate that to the team on your behalf.

 

We know this request is important to you, so as soon as there are updates that we’re able to share publicly, we will.

 

I hope this provides more clarity, and thank you all, again, for your feedback!

 

Verified Answer

Re: Can you delete a transaction?

Maybe the Square team can find a way to mark the transactions as Void, so that they do not affect sales totals, but neither are the transactions erased.

From an accounting standpoint, I can see why they would not let a transaction just be deleted. There has to be a documentation trail.

 

When I have to make test transactions, when I refund the transaction I make note that it was a test transaction and that is why it was refunded. There is also the "Accidental Charge" notation available.

Then when I download my sales reports, I sort the test transactions out and make a note in my saved spreadsheet.

269 REPLIES 269
Admin

Hello @fa-ct! I went ahead and merged your thread with an existing one since this question was asked before. Currently we don't offer the ability to delete transactions. I recommend refunding this transaction so your reports and books reflect accurately. 

Message 169 of 270
1,369 Views

Chad,

When do you think this feature will be implemented? It seems to be in quite a demand by the user base.

Message 170 of 270
1,296 Views
Admin

Hello @alexaiezza, welcome to the Seller Community! 

 

Currently adding the ability to delete a transaction is not on our road map. The reasoning behind this is we use this information to submit 1099-K's to the IRS. I'm not saying you would do this, but it would be easy to cook your books if this ability was available. 

 

Another request on this thread is to be able to void transactions so they don't show on reports. Currently we are in the process of collecting feedback for this request. I don't have a timeline on when it might be available. 

 

If you have any other questions please let me know! 

Message 171 of 270
1,303 Views

It’s been more than 2 years and square still couldn’t get around? This is the reason why I’m hesitant to sign up with square.

Message 172 of 270
1,267 Views
Admin

Hello @Bubblebed, my answer above explains why this feature is unavailable. 

Message 173 of 270
1,267 Views

What if my business was closed, no one was there, and the doors were locked but square created a transaction for several thousands of dollars that never happened and will throw off my books. Don't you think we should be able to erase that sale?

Message 174 of 270
1,221 Views

Exactly mistake transaction should be able to be deleted not voided and stay in the record it totally through off your reporting and tracking sales against prior days weeks months. SO STUPID they don’t give ability to delete. Has nothing to do with cooking books - idiots

Message 175 of 270
467 Views

Before you decide to get square know that you can’t delete mistake transactions. It is a HUGE flaw in the software and service. If a mistake transaction is entered and let’s say it’s a large one.

 

you don’t get to see the tracking charts and graphs to compare sales to prior days weeks for a whole year!!! Pathetic!!!

Message 176 of 270
525 Views

Chad,

This is the first time I've understood Square's reason for never allowing us to delete a transaction. Thank you! I totally see how people could (and would) cook their books.

 

With that being said, what about a "training mode" that we can use when onboarding new employees? You could even limit the number of transactions so that this doesn't become another way to cook one's books.

 

If not, then the best idea is what you already proposed, which is to allow us to filter certain transactions from reports while not changing the back end that creates the 1099-K's.

Message 177 of 270
1,248 Views
Alumni

Thanks for adding your idea of a "training mode" @GeorgeX! We've heard it before, but I'll be sure to surface it with the team before to share your support.

Message 178 of 270
1,243 Views

This is a silly reason, IMO. Here we are telling you that the numbers are authentically innacurate, and the reason you won't build a feature to help us resolve them is that you're afraid users will make them intentionally innacurate? Yet - we have workarounds that mess with the reporting and effort level for those of us who aren't trying to commit tax fraud becuase Square thinks it's their responsibility to prevent nefarious actors from committing it? 

Message 179 of 270
1,372 Views

I it Possible to delete History data older than 3 years?

Message 180 of 270
907 Views

Nope. Sure is not possible. And feel free to make a request to be ignored for years.  You'll get the standard response they will let the team know and appreciate your suggestion.  Feel free to scroll through and see that same response for years with no change in their system.

Message 181 of 270
931 Views

While I understand that deleting a transaction could be used to "cook" the books, being able to fully void or cancel a transaction would be helpful. I had a cash transaction that was incorrectly input into Square. By the time I realized what had happened, it was too late. Following the suggestion that the transaction be refunded, I did so. Unfortunately, now I have a double net sale, but I also have a double sales tax payable for this transaction. While the amount of double sales tax is small, I really don't want to have to pay the state more sales tax than is actually due.

 

If there isn't a way to correct this now, perhaps a way could be made to account for this. 

Message 182 of 270
931 Views

hi , so how about correcting a cash transaction a mistake by the way how is that corrected? I have 3 transaction with $0.00 did this on my iphone all I wanted was to keep a record of client and $ amount for taxes.

 Transaction March 28,2019

Message 183 of 270
809 Views
Admin

Hi @Alexader64 - It is not possible to delete any sales records regardless of payment type including cash transactions.

Message 184 of 270
800 Views
Beta Member

I'm reading this thread in 2019. It started in 2016. And still no way to void a completed transaction.

Message 185 of 270
786 Views

What about archiving a transaction?

Message 186 of 270
727 Views
Square Community Moderator

Hey @Submagician! There's no way to archive transactions. But your past transactions will always be available for you to reference no matter how long ago you processed them. 

Nika_S
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
Message 187 of 270
720 Views

I created a fake transaction just to test everything, but now it's showing as a $360 sale that I cannot delete or get rid of. It would be incorrect on my 1099 for this transaction to be factored into my tax responsibility because it was only a test, not a true sale. There's got to be a way to delete this transaction. Please advise on what I'm supposed to do about this.

 

Thanks!

Message 188 of 270
732 Views
Message 189 of 270
733 Views