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How to Void an Invoice in QuickBooks?

Do you want to retain the invoice without making the payment? Then you should void an invoice. Editing an invoice will keep the invoice number, but change the amounts to zero. If you’re trying to edit the customer’s information like an email address or billing address, you just need to create a new one.

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Before using the QuickBooks delete invoice feature, it is important to know when to void or delete a document. When you void a particular invoice, you still have the document number. However, the amount of the invoice turns to zero. The entire invoice is removed from the QuickBooks software since you delete it. Whether you need to Void an Invoice or delete it that depends on certain factors that are as follows:

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An Invoice should be Void in Situations like:

  • You require to record a few invoices in the near future. Considering that you void particular invoices in QuickBooks, you can use the record again.
  • When you wish that your records and balances are not affected by a transaction, voiding an invoice is considered the best move.

An Invoice should be Removed in QuickBooks in these Possible Scenarios:

There are some bills and invoices that are not fit for voiding. You must delete them. Such invoices and bills include:

  • Estimates
  • Delayed charges
  • Deposits
  • Purchase orders
  • Delayed credits
  • Duplicate invoices may not be your necessities
  • A user may not require such financial documents anymore
  • In case you generate an invoice accidentally for any customer who is no longer related, then you can and must delete it

How to Void a Particular Invoice in QuickBooks?

When a particular invoice starts impacting the balance of your account, you can void them via QuickBooks Sales or the customer menu. Here is the first method.

Method 1: In QuickBooks

A user can easily invalidate an invoice in the QuickBooks software by going through Sales. There is a specific menu that has multiple options like the one that voids the bill.

Option 1: Via Sales

Here is how you can void an invoice in QuickBooks via the Sales option:

Step 1: Run the particular software and access the QuickBooks Company File in relation to an invoice.

Step 2: After navigating through, you will see the transactions.

Step 3: Move to Sales.

Step 4: Select those transactions of the invoice that must be voided. You can select an entire list.

Step 5: Press on More.

Step 6: Now, you can select Void.

Step 7: Select the button for Yes to approve the action.

Note: You can repeat this particular process to void several transactions in this invoice or others too.

Option 2: From the Specific Customers Menu

The Customer menu can be extremely useful if you wish to void an invoice in QuickBooks. Here is how you can void it:

Step 1: The first step is to press on the Customers option.

Step 2: Now, navigate to Customer Center.

Step 3: Select one specific customer after you reached Customers and jobs.

Step 4: Press on Show.

Step 5: Now with the help of the drop-down, click the option Invoice.

Step 6: Now go to Transactions. If the name of the particular customer is not available, this step will be of help.

Step 7: Press on the option Invoices. The location of the option is present in Transaction Types.

Step 8: Locate the QuickBooks invoice to void it.

Step 9: Click it twice. You will see the Edit button.

Step 10: Press on Void Invoice. Now save the particular method.

If the particular invoice gets the void stamp, then this method will be considered successful. Not to mention, the amount will become zero.

Method 2: In QuickBooks Online

Option 1: Accessing the More button

Using this particular feature may be very time-saving to void QuickBooks invoices since it comes with a direct option to do so. Before accessing it, you should be aware of the document’s location.

Step 1: Navigate to the location where you have created your particular QuickBooks invoice.

Step 2: After getting the document, the screen will start running. Navigate to More.

Step 3: Press on Void option.

Step 4: Press on Yes. Now, you will provide the confirmation to void the particular invoice in QuickBooks Online.

Option 2: From the Particular Action Option

Often you may get several invoices that have no specific requirements. It is possible to make them invalid in the QuickBooks accounting software.

In order to know the method to void invoices in QuickBooks Online, kindly adhere to the directions given below:

Step 1: In the Sales menu in QuickBooks Online, press Enter.

Step 2: Now, moving ahead, you will have to select Invoices.

Step 3: In order to void, you will need to select a single invoice. You can also select as many invoices as you require.

Step 4: Press the Action option with the assistance of the drop-down.

Step 5: Now use Void and then complete the method.

Method 3: In QuickBooks Desktop

Step 1: Firstly, access an invoice from the location.

Step 2: Press Edit by pressing on the menu.

Step 3: You will get the Void option. Select it.

A dialog box will be appearing. It will be asking for your particular confirmation. You can deliver it.

The void and delete options are crucial functions of the software. Regardless of whether you delete or void an invoice in your particular QuickBooks, it is influenced by several factors as mentioned above.

We hope that everything is clear to you regarding voiding an invoice in QuickBooks. If you still carry some doubts regarding this topic, it is best to consult a professional for it.

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How can You Delete an Invoice Payment in the Accounting Software QuickBooks?

Mistakes often happen. It often happens that you may have paid to any customer more than once or you may have accidentally added a particular invoice payment in the wrong account. Anything is possible. This is why QuickBooks has offered the best way to clear all the unnecessary invoices.

Here is how you can delete an invoice payment in QuickBooks:

Step 1: Launch the QuickBooks accounting software in your system and then press on Company profile.

Step 2: Now, open the software and then navigate to the banking menu.

Step 3: With the help of the drop-down menu, choose the option Make Deposits.

Step 4: Choose the line with the duplicate invoice that you wish to delete.

Step 5: Now go to the Edit menu. Now choose the line to be deleted.

Step 6:
Finally, press Save. This will help to save all the changes that are done.

What is Meant by Write off?

Write Off is one of the best ways to handle bad debts. Bad debts generally mean a particular invoice that cannot be collected. One must write off such invoices. The company credits the accounts receivable account in the particular balance sheet.

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Imports

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Deletes

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Customization

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Supported Entities/Lists

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

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

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Bill
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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

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Employee Payroll
Wage Items

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Vehicle Mileage

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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.


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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?

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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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