So, you are looking to delete a sales receipt in QuickBooks? The good news for you is that there is a functionality for deleting the sales receipt that you no longer want in QuickBooks. But before that let us first understand what a sales receipt is.
A sales receipt is a document issued to the customer when they make the payment there and then at the time of sale since there is no pending payment, therefore a sales receipt is issued confirming the details of product and services provides, sales revenue, and cash received.
Sales receipts should not be confused with the sales invoice. A sales invoice is issued to the customer when they agree to pay the amount against the sale on a later date, while a sales receipt is issued when payment is made by the customer at the time of sale only. The sales receipt journal entry in the books of accounts is done by debiting the cash account and crediting the sales account because it is simply the cash sales in plain words.
As it happens sometimes in day-to-day accounting, that accountant enters the incorrect details of the sales receipt in QuickBooks, so if the details are minor, you can also go for editing instead of deleting it, which is a permanent action. But in case if you no longer want the cash sales receipt in QuickBooks, then you can go ahead and use the process steps given in the below section to do so.
Steps for Deleting a Cash Sales Receipt in QuickBooks
For deleting a sales receipt in QuickBooks Desktop and QuickBooks Online
If you are using QuickBooks desktop or QuickBooks online, you can follow the below process steps to delete a sales receipt.
Step 1. First of all, select Sales/ Invoicing from the left-hand menu.
Step 2. Now you need to click on Filter and choose the ‘Type’ as a sales receipt and then you need to click on apply.
Step 3. Now in this step select the Sales receipt that you need to delete, click at the ‘more’ at the bottom of the page, and select Delete.
Step 4. Finally, at the last step, click on Yes to seal the process.
Steps for Voiding a Sales Receipt in QuickBooks
You can also go for voiding the sales receipt instead of deleting it altogether. Because deleting a sales receipt is a permanent action, and you would not be able to see it for reference purpose in QuickBooks, while if you void the sales receipt, the amount of the payment would become zero, but you will be able to refer to the other details if you wish to later. So, let us see how to do it:
Step 1. At the start, open QuickBooks and login with your id and password, and go to ‘customer centre’.
Step 2. After clicking on customer centre, click on the name of the customer and select the sales receipt.
Step 3. Now when you have chosen the sales receipt that you wish to delete, go to the Reports tab, and click on Processed payment receipt.
Step 4. In the last step, click on the Void option to void the sales receipt and save to seal the process.
Be assured while you select any of the above options, i.e., delete or void the sales receipt in QuickBooks. It is better to use the sales receipt voiding option wherever possible. Now, when we have explained the process steps for deleting as well as voiding a sales receipt, let us now look into some FAQs which would help you out in further queries.
How can I Reverse a Sales Receipt in QuickBooks?
You need to go to the Make a sale screen and choose the item for return. You need to ensure that it is identical to the original credit card and sale. After that, select return item and choose credit as a payment method and select refund from credit window and choose the card type. Now click save only or save and print.
What are the Steps to Edit Customer info on the Sales Receipt?
First, click on the Home screen and select sales history, now select the sales receipt you want to edit. Now select I want to and click on change/edit customer. Now enter the customer’s name or other info like phone drop-down and choose the customer to apply the receipt to and click on OK.
Can you help me in Deleting Multiple Invoices in QuickBooks Online?
Yes, sure, you can start by clicking on sales on the left pane and choose invoices from the upper part of the screen, now click the invoice, and click on more, and then delete after that click Yes to confirm the process.
How can I Change the Payment Receipt Template in QuickBooks?
First, click on settings (gear icon) and choose custom form styles, now find the invoice template you are using, and click Edit. Go to the content tab and click on the upper part of the template or the header, select the form number, and click on Done.
How can you Delete all the Transactions in QuickBooks and Start from Scratch?
First, click customers at the top menu and go to the customer centre. Now click on transactions and select invoices, open all the invoice transactions one at a time and click on delete. After that click on OK on the confirmation window after you deleted the invoice.
What are the Steps to match the Sales Receipt to Deposit in QuickBooks?
Click on Bank deposit by clicking on the plus icon, choose the correct bank account, and select sales receipt under the section with the description ‘select the payments included in this deposit. After that, scroll down to add funds to this deposit, and add the fees/expense in negative amount and click on save and close.