How to Delete an Invoice in QuickBooks?

by James Antonio

QuickBooks Desktop permits several features to streamline the work. Among them, the delete feature is most widely used to delete an invoice from the QuickBooks safely. Many small and medium organizations use this option of deleting invoices to maintain the accuracy of the account details. Sometimes, you might make incorrect calculations or mistakes or enter any other figures in an invoice; in such cases, you can safely delete the wrong Invoice without interrupting other records. Let’s explore through this article how to delete an invoice in QuickBooks.

How to Delete an Invoice in QuickBooks

When did you Need to Delete an Invoice?

Many common scenarios arise when there is a need to delete an invoice. Some of those examples are below:

  • If you mistakenly generated the Invoice before receiving the payment of a specific order, you need to delete that.
  • When you accidentally wrote the wrong quantity of the items in an invoice.
  • Filled wrong or incomplete entries.
  • When an invoice contains wrong account number or accidentally connected to a monthly customer bill, you have to correct the Invoice.
  • To save the data in an organized way.
  • To delete the irrelevant invoices for decreasing the weighty company files.

How to Delete an Invoice in QuickBooks?

Use the below-steps to delete an invoice in QuickBooks:

  • Open QuickBooks and locate the home page.
  • Discover Customers menu option and then click Customer Center option.
  • Search for the list named Customer & Jobs and select the Customer.
  • Hit on Show button appearing in the transactions panel.
  • Look in the drop-down list and click on Invoice.
  • Now double-click on invoice to open it.
  • If you don’t remember the name of the Customer, then locate the transaction option.
  • Search for the transaction types list and choose invoices.
  • Once you selected the invoice number, you need to delete/void, hit on Edit menu located on the menu bar.
  • Click Delete invoice/void invoice.
  • On clicking the delete button, you instantly get a confirmation prompt asking you to confirm that you need to delete the selected Invoice. Click Yes option.
  • Hit on Save and close located at the bottom of the Invoice.
  • You can review the invoices that have been deleted. To review here are the steps:
    • Go to report option located in the menu bar
    • Hit on Accountant and Taxes
    • Click Deleted/Voided Transaction summary.

Why use Dancing Numbers Deleter to Delete Invoices?

Dancingnumbers deleter is an effective tool to simplify the complex task of cleaning an account and save your time and efforts by deleting the invoices in batch in fewer clicks. Moreover, it erases all inapplicable objects in the company file and helps you place all records in more organized. It, in turn, improves the data and helps in boosting functionality and productivity.

The above article covers how to delete an invoice in QuickBooks and how you can save your precious time with Dancing Numbers Deleter for deleting wrong invoices from the QuickBooks. So, use the delete feature to ensure the correctness, consistency of your data. Stay tuned with the relevant article on importing, exporting, and deleting various transactions in QuickBooks to save time and effort.


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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

Easy Process

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.

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Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

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

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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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