Can I backdate, edit, or delete a transaction?

[AC]

The title of this post has been edited from the original:  Can you delete a transaction?

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

[AC]

The title of this post has been edited from the original:  Can you delete a transaction?

[#3]

Hi @TheGlencafe,

Right now we have no plans to add the ability to backdate, delete or manipulate transaction information after a sale is complete. 

For context, the ability to manipulate transactions can cause issues for reporting and chargebacks. Also, it would make it easier for fraudsters and scammers to commit crimes using Square Point of Sale. 

If you have test cash transactions in your transaction history, you can always refund these payments to balance your books. See our help article on how to refund a payment.

Hopefully this has provided some transparency on this request, and why it's not available. 

[#4]

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! 

[#5]

@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!

[#6]

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.

[George]

This is a very popular feature request we've heard from our sellers! While we don't currently offer the ability to delete a transaction, you can refund it.  While it won't remove it from your history, refunding the transaction will balance your books. ⚖

You can check out this article for details on how to process refund. Also, we'll be sure to pass along your feedback to our Reporting team. 

[jeimagencorp]

I'm new to square app, so i made the tutorial and put some false numbers and sales and send a receipt. is it possible to reset the app and start all over again? it was my first day on the app, now i really liked it and decided to use it in my business, thanks.

[Caty]

Welcome to Square, and to the Seller Community! So glad to hear that you like the app, and I hope to see you in the community more often to connect with other sellers. 😄 

There's not a way to delete transactions, or reset the app once you've started using it. You can, however, filter out your practice transactions by date in the reporting section of your Square Dashboard. Definitely check out our Getting Started Guide, and please give us a shout if you have additional questions!

PS) I think there may be others who have the same question as you, so I've edited the title for clarity.

[erlgrl]

How can I filter out practice transactions by date in the reporting section of the Square Dashboard? Also I made a fake transaction and used the payment option other then picked gift card not knowing that would be the end of the transaction. Will there be a charge for this? There was no real giftcard or purchace I made it all up. I hope there wont be a deposit to my account either because none of this was real.

[VBlairSkinCare]

I just re-activated my acct and was trying to figure out how to enter a sale.  I refunded the amounts but my acct is showing a total of $61 in sales.  I don't want that there.  Can I delete it?  It's confusing.  Thank you.  

[Nana2016]

I'm new to using the square. Thought I was in train form. Now have a sales on a day I don't want! Any way to delete it?

[Spenser]

There isn't currently a way to delete a sale, check the post above.

[Spenser]

Sorry to hear about the confusion, check out the answers above. 

[flanaganlady]

How do I cancel an accidental cash sale that didn't happen?

[mikesobay]

If it's refunded will it send a refund notice to the buyer?

The entry was added twice because sending a receipt is more complicated than it should be.