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.

[rucharl]

George....   This is a great frustration and Square seems to have a 'pound salt' attitude about it.  System needs a fix!!!!!

[sandyswoodshopp]

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. 

[PridePtg]

I'm here to add my vote for a "Test/Training Mode". We set-up our terminal yesterday and I started running and refunding test transactions. I just assumed that I could go into my dashboard on my PC and delete everything that was created. Even if it's an administrator level permission, it would be great.

[tpmd]

Been awhile since i posted, seems the answer is still the same after a few years.  Anyway, my solution has been to create a dummy item called "Test" with a $0.01 cost, and use that item when testing and training employees.  I dont use the inventory features, but dont seem too hard to figure out how to adapt that feature to "Test". By the end of the training, I have a nickels worth of transactions (cash and credit card) that I just write off as an Employee Training expense, and my "Test" transactions are just noted as such.  

[VIG]

I agree there needs to be a test site.  I entered test transactions to see what the system would do and now need to delete them before we go live.  

[Alexader64]

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

[puka]

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

[Dugie33]

is it currently possible to either use 1 sku for more than 1 product? or possible to add 1 product to multiple categories?

[Tom]

Hey @Dugie33,

Thanks for bringing this up. I went to check on this and, generally speaking, with Point of Sale—a SKU can only apply to one unique item. In addition, an item can only exist in one category at a time.

I'd like to run this by our Point of Sale team for a closer look. Before I do so, can you reply with some more information on how these features would help your business? I want to make sure I'm on the same page with your ideal workflow. 🙂

[Dugasmike]

I sell parts for cellular devices. Some parts are cross compatible so I’d want them in a category for more than 1 device. Ie iPhone 5s and iPhone 5c take the same batteries. And 3 or 4 models take the same screens etc. My categories are the models. So I need 1 product to go under different categories and all need to come out of the same inventory.