Delete and Create an Item Receipt in QuickBooks

by James Antonio

Learn steps to delete and create an Item Receipt in QuickBooks.

Has it ever been occurred that you have received an inventory without any bill attached to it? Then, it becomes your primary duty to initiate and enter a bill against the inventory which you have received.

Delete and Create an Item Receipt in QuickBooks

And, you can do all of that on your very own QuickBooks!

That’s right! On QuickBooks, you would be able to record item receipts and this article will help you to understand each step of it, right from how to delete an item receipt on QuickBooks to how to create an item receipt on QuickBooks.

What is the Deletion and Creation of an Item Receipt in QuickBooks?

Before understanding what and why should you be knowing about the deletion and creation of an item receipt in QuickBooks, you must have a transparent understanding of what is an item receipt item.

An item receipt can be understood or defined as a piece of document which contains information such as the name of items, when did it arrive, what quantities were recorded at the time of receiving the items and must also include the purchase order.

When you create or delete item receipts in QuickBooks, you would be having a concise record of all the items added to your inventory. Further to this, it would help you in making the items added to the inventory readily available for various kinds of manufacturing and sales activities.

How to Delete and Create an Item Receipt in QuickBooks?

When you are planning to create an item receipt in QuickBooks, one thing to keep in your mind constantly is that the addition of the correct bills against inventory is a must. When you follow this, recording the payable for the respective item receipt becomes even simpler.

For entering the bill for your respective item receipt, you must visit the option which says Enter Bills against Inventory. You can locate Enter Bills against Inventory option on the Homepage.

Once you are on the Select Item Receipt, you would be able to choose the vendor and input the right dates against the bill along with selecting the item receipt. After you are done, you need to save the details.

Let us know to understand how to create an item receipt in QuickBooks:

Steps to Create Item Receipt in QuickBooks

Step 1: Open QuickBooks Desktop and visit the Homepage.

Step 2: Select Enter Bills against Inventory.

Step 3: On the Select Item Receipt, choose the respective name of your vendor. You can do this by tapping on the drop-down and using the Vendor option.

Step 4: If you are using the original date for the inventory, you must tick the Use Item receipt date for the bill date box.

Step 5: Tap on Item Receipt. If you see more than one item receipt, you must convert each of them separately.

Step 6: Hit OK and it shall start converting an Item Receipt to a bill.

Once done, you can pay the bills going forward and keep on creating item receipts for each inventory and make the payments for the bills easily.

Steps to Delete Item Receipt in QuickBooks

Next, when you have received the receipt of the purchase order, you can choose to remove the same. This becomes vital when there are cases of wrong items received, or mismatch of receipts on wrong packing slips.

Thus, for such cases, you would need to delete an item receipt in QuickBooks. While deleting item receipts on QuickBooks, you would find different profiles.

Further to this, you would know the steps involved for deleting an item receipt on QuickBooks for receipt queue, vendor profile, vendor shipment, and AP bill profiles.

Delete Item Receipt: Search Receipts Queue

Step 1: Click Administration.

Step 2: Choose Inventory and tap on Vendor Purchase Orders.

Step 3: Click Search Receipts.

Step 4: Locate the item you wish to delete and highlight the same.

Step 5: Tap on Options.

Step 6: Choose Delete.

Delete Item Receipt: Vendor Profile

Step 1: Click Administration.

Step 2: Choose Accounting.

Step 3: Tap on Accounts Payable.

Step 4: Choose Search Vendors for locating the vendor associated with the item receipt.

Step 5: Select Vendor Profile.

Step 6: Click Item Receipts.

Step 7: Locate the item you wish to delete and highlight the same.

Step 8: Tap on Options.

Step 9: Choose Delete.

Delete Item Receipt: Vendor Shipment

Step 1: Visit Item Receipts.

Step 2: Select the purchase order which has the respective item receipts.

Step 3: Click Item Receipts and twice tap on the item receipt that you wish to delete.

Step 4: Next, again choose Item Receipts for Vendor Shipment.

Step 5: Locate the item you wish to delete and highlight the same.

Step 6: Tap on Options.

Step 7: Choose Delete.

Delete Item Receipt: AP Bill

Step 1: Visit Ap Bill.

Step 2: Go to Apply Inventory tab.

Step 3: Tap on Apply Inventory.

Step 4: Highlight item receipt and click Delete Receipt.


Need Some one on one QuickBooks Assistance?


Are there any Conditions Under which I would be unable to Delete Item Receipts in QuickBooks?

Yes, there are three such conditions under which you would be unable to delete item receipt in QuickBooks:

If the receipt is connected with the AP invoice.
If the receipt connected to its respective accounting period is open.
The quantity which is linked with the receipt cannot be deleted since that would have left the inventory via customer invoice, physical count, or stock adjustment.

Do I need to Check the Workflow list before Creating an item Receipt in QuickBooks?

Yes, one quick tip that you must be noted down is that on QuickBooks, while you are creating the process of the bills against inventory, you must be checking the list of workflows since it is a part of the A/P workflow. Also, with this, make sure to check the list of vendor-related transactions as well.

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

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Pricing includes coverage for users
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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:
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  • Unlimited Users
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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:
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  • 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:
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  • Unlimited 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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