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.

[Shamo62]

Just tried to do a trial run using my own card. It rejected it. Don’t want to try someone else’s card. How to I stop or delete this transaction 

[sayra]

Hello👋@gil58. 

You are not able to delete transactions. However, you can balance your books by refunding your cash transaction. This should not prevent you from logging off as a Team Member. 

Let me know if you have any other questions. 

[Andrewk]

The fact that you can’t delete a transaction is a MAJOR draw back of the already expensive Square service.

lame and pathetic customer service response basically txt only and handed off from one low grade tech support to another 

if a mistake transaction of a large amount is entered the the charts and graphs are useless for the rest of the entire years SO STUPID!

[Andrewk]

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

[Andrewk]

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!!!

[kimijye]

I transitioned most of my work from my own name to my new single-owner LLC. They're both owned by me, personally so what happened with one client isn't so disconcerting. But I don't know how to handle the transaction in terms of paperwork.

Issue 1/

I billed the client through my Square account, which is a business account that links to my business checking account. But when she paid, she made the check out to me, personally. My business bank would not take it so I had to deposit it to my personal account

Issue 2/

I billed client for the agreed upon amount but she added work to her order after we agreed on a price. It was easier to just stick to the original amount, but I did mention to client that normally, the bill would have been x. Glory be to God, client opted to pay me that higher amount. 

Yay on the client's generosity. But as for bookkeeping, I don't know how to handle the transactions that took place (billing and payment). 

[APD]

This answer seems like it's on a clipboard and that square intends to do nothing about it after 4 years of the same excuse. I have processed millions and been a loyal customer since 2010. Recently my technician processed an erroneous "CASH" transaction for $999,999. I promise we did not close a Dope deal with the Sinaloa cartel. We refunded the transaction and marked it as accidental charge as there was no way to "delete" the transaction. Voiding is not possible according to customer care since it is not a CC transaction. The screwed up part is that our reporting metrics are completely out of wack. Sales are not up 7777%. If you can add transaction you should be able to deleted transactions or at least void them so that are not accounted for in the reporting feature. I think I pay enough every year to square to demand you fix this like everyone else on this thread after 4 years. You've done nothing which means you're not listening to customers. Don't give me a compliance with IRS answer either because you're only required to report CC transactions on the 1099K. Cash processing is the responsibility of the business owner to report accurately. My guess is there is no motivation to fix something that doesn't "make you money". Seems rather short sided as this simple functionality would be critical to any POS software. I will publicly post this response on Twitter and Facebook everyday until it's fixed. I promise you I'm not the only one with this grievance, as evidence by this 4 year old post. 

[Andrewk]

Completely pathetic response from Square. This is a company with a decent product but Zero care for customers. And it’s over priced.

ive seen many companies like this slowly lose market share and go away. Remember Blackberry? 

an easy fix to a problem many struggle with and we hear nothing but Crickets from Square.

[Andrewk]

No there is no way to delete mistake transactions. No override feature no hide a transaction feature, nothing 

and they don’t care about it or you. This has been a complaint for a long time by many customers and nothing from Square to address it. Pathetic!!

[Dzignermom]

Hello, 

Somehow, a transaction showed up for $1,000,000.  I am not sure how it got there and obviously, it is an error.  
Is there anyway for this to be removed? It is really messing up my reports.

Thank you.