How to Delete a Sales Receipt in QuickBooks?

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.

How to Delete Point of Sale Receipts in QuickBooks

QuickBooks assists your business with managing transactions, payroll information, budgets, and other financial data. Receipts can be stored in the QuickBooks database after a sale is complete for future reference. Although QuickBooks advises that you preserve a record of every transaction that has been made, you can delete old receipts if you no longer require them. Additionally, according to QuickBooks, you should avoid receipts rather than delete them. Voiding stamps the receipts as paid and resets transaction amounts to zero.

• Open QuickBooks and select Customer Centre from the list of options.
• Under Customers & Jobs, choose the customer’s name, then click Show and Sales Receipts. Click Transactions and Sales Receipts if you are unsure of the customer’s name.
• Use the Date and Filter By drop-down lists to filter receipts, if needed. To delete or void a receipt, double-click it.
• To permanently delete the sales receipt from your files, click Edit and Delete Sales Receipt.
• Right-clicking in the Bill To field will void the receipt. Click Save and then Void Receipt. The receipt is now considered paid.

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.

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Frequently Asked Questions (Faqs)