How can Delete a Sales Receipt in QuickBooks?

by James Antonio

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.

Delete a Sales Receipt in QuickBooks
Delete a Sales Receipt in QuickBooks

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.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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  • Services Include:
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  • Unlimited Delete

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Accountant Basic

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$499/- Per Year

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  • Unlimited Users
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Accountant Pro

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$899/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

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Pricing includes coverage for users
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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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