How to Delete an Invoice in QuickBooks Online?

by James Antonio

Anyone involved in business, dealing with customers, must be well aware of what invoices are. For the sake of new bees, the invoices in QuickBooks are the way of tracking payment or amount receivables from your customers, the invoice will let you know how much each customer owes to your business and when is the due date of the payment.

Invoices are generally issued to the customer in case the customers require an extended period of payment. Being said that, there is no requirement of the issue of an invoice when the customer makes immediate payment. Instead, they should be issued a sales receipt – confirming the details of the product and services provided and their corresponding sale price.

An invoice will comprise of the details like description of the cost of product and services provided to the customer, any discount details and also the due date of the payment. Sometimes in business, you will have to delete or void the invoice due to various reasons, like you mistakenly issued an incorrect invoice to the client, or you have entered an incorrect amount in QuickBooks. If this happens, you will have two options to deal with the situation, you can either delete or void the invoice. We will look into both the options and their impact on the invoices in the below section.

Steps for Deleting or Voiding an Invoice in QuickBooks Online

Delete an Invoice in QuickBooks Online
Delete an Invoice in QuickBooks Online

Follow the mention steps for Deleting the invoice from QuickBooks Online and Voiding the invoice from QuickBooks Online:

Deleting the Invoice from QuickBooks Online

If you choose the option of deleting the invoice from QuickBooks Online, you should be well aware that once you delete an invoice from QuickBooks Online, there will remain no trace of it in the system. You should choose this option if you have not already issued the invoice to the customer. You can follow the below steps to delete the invoice from QuickBooks Online:

Step 1. First of all, click open the QuickBooks Online on your system, and log in with your credentials.

Step 2. Now search Sales from the left menu and click on it and then go to the invoices tab.

Step 3. In this step, you need to select the invoice that you want to delete. After selecting the invoice go to the Action column.

Step 4. Now click on the drop-down arrow under the action column and choose to Delete and click Yes to confirm the process.

Voiding the Invoice from QuickBooks Online

If you have already issued the invoice to your customer, then voiding the invoice would be a better option for you. When you choose to void the invoice, the amount from the invoice would be cleared from the system but most of the other details like invoice number, products, and services remain, which can help you in tracking the details afterward, if you wish to do the same.

Step 1. Once you have opened the QuickBooks Online on your system, open the Sales tab from the left menu.

Step 2. Now click open the invoices tab and select the invoice you would want to void in QBO.

Step 3. In this step, click Void from the Action drop-down menu. Once you void the invoice, the amount will get cleared and you need to save and close to finalize the process.


Now since we are well versed with the process of deleting and voiding the invoices from QuickBooks, let us look into some FAQs for further clarity, you can also refer them if you need help around the related topics.

How can I change the status of an Invoice from paid to unpaid in QuickBooks Online?

For this purpose, first of all, click Invoicing from the left menu and choose invoices. Now click on View/edit to open the invoiced transaction. Click 1 payment link and date hyperlink under the payment status. Now click the more tab and choose to delete. After that click on Yes to confirm the process.

Can you detail our the Process step to Correct the Customer Payment that has been Deposited or Reconciled?

First, of all create a duplicate correct payment for the customer by visiting the customer menu > Receive payments. After that, you need to delete the original payment and recreate the payment line in reconciled deposit. You can do this by clicking the Make deposits under the Banking menu. After that delete the original payment.

What is the Process to un apply a Bill in QuickBooks Online?

First of all, press Ctrl +H to open transaction history in QuickBooks and double-click the invoice you want to un apply credit from, and click on the ‘Apply Credit’. Now, clear the selection for credit on the previously apply credit window and click Done on Apply credit window. Now go back to invoice and press save and close.

Can you Please Advise the Steps to Delete a Vendor Credit in QuickBooks?

First of all, click on Vendors > vendor list > click on the vendor who provided you credit. Now open the vendor credit in the transaction list. Now when the vendor credit page opens up, click on More at the bottom of the page and click delete.

Is there any way to correct the incorrect Banking Deposit in QuickBooks?

Yes, you can do so by first clicking on reports from the top menu and select Customers and receivables. Now choose transaction list by customer. Go to the filter tab under customize report button, search for transaction types, choose invoice, payment, and deposit. Now click the OK button to confirm the process.

Can you let me know the Process steps for Entering the Vendor Credit in QuickBooks Online?

First, you need to select Pay Bills from the Vendors menu. Now check the deposit that matches the vendor check amount. Now select set credits to apply the bill credit that you have created and click Done. After that select ‘Pay Bill selected’ and click on Done once again.

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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Accountant Pro

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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.

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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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