I just signed up for Square, and the first transaction, I thought, was a step by step tutorial. I didn't know it was a legitimate transaction that goes to my account. I didn't save it under any name or category, but now it shows that I have a certain amount of money that I actually didn't sell. How do wash this out, to make it an even 0 again?
@CJacks are these scents variations of one item? I would double check that each SKU is different in your system. If you have these scents as variations, but even a few have the same SKU, it will bring up all options tied to that SKU once the barcode is scanned.
Also, welcome to the Seller Community! 🙂
AshleyK Community Moderator, Square Sign in and click Mark as Best Answer if my reply answers your question.
I am one of the original posters for this question. I did 2 things: first, I use Quickbooks and enter my daily totals so any adjustments are made when I enter. 2nd, I gave up and moved to Shopify. I haven't had to delete any transactions in Shopify, so I don't even know if it's possible, but I like it much better. I have online and a mobile business with POS. Using Quickbooks keeps all info together anyway so taxes are a breeze.
Fifty years ago in the early days of minicomputers and in the software development business, we always provided the ability to enter a reverse transaction to correct an error or a negative check payment to void a check. The audit community accepted this concept of correction with a complete audit trail and notation. The correct transaction was then re entered. It all made sense.
The businesses I help would greatly benefit from this. There are issues even when the transaction is refunded:
The item sales -> items sold is permanently affected by a sale.
Sales summary graph will show the extra amount.
Sales trends in the future will also show the incorrect amount, as you only see gross sales totals.
I believe deleting of transactions is a dangerous power, orphaning some credit card transactions, and a legally binding compliance policy may affect Square's options here.
Perhaps transactions could have a new status flag just like "deactivating a location", it can be absent from all reports but still there in the background if someone is audited?
I can't believe the question is 5 years old and still no solution. I just signed up for square, have done a ton of test transactions and now I want them gone. Sorry, remembering start date is a very poor work around for square failing to recognize that EVERY new account will go through the same process. Maybe a hide button or test button or at the very least allow a 1 time reset when done with testing. I am completely baffled that after 5 years square has failed to recognize that this is an issue. I now feel my entire reporting data set is going to be forever dirty because of these test transactions. Regretting my decision to use square. I no longer have faith in the new features that the sales team said were coming in Q2 this year. Thankfully there are no contracts here.
I am fairly new to Square and made a boo-boo today. I put a payment through under "Others" without acutally receiving the payment. It was certainly my mistake, because I am also starting to take HICAPS payments, so trying to work it all out.
Anyway, I just put it through as a refund, but it still looks like my client has paid. Can anyone tell me how to reverse a mistake like that?