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Void or delete transactions in QuickBooks Online

by Intuit•34• Updated 6 days ago

Void or delete transactions you’ve created by mistake to keep them from affecting your account balances or reports. For good bookkeeping, we suggest you void transactions rather than delete them. 

  • Voided transactions remain in your records but don’t affect your books. You can’t void quotes, deposits, supplier credits, purchase orders, delayed charges, or bills.
    Note: You can’t void bills, but you can void bill payments.
  • Deleted transactions are removed from your books, but a record is kept in your audit log. Only delete a transaction when you’re sure you don’t need it. You can delete any transaction in QuickBooks.

Prerequisites

Before you void or delete a transaction, check your records to make sure it’s a mistake. Compare the transaction to any other records of transactions outside of QuickBooks, such as receipts, e-mails, or letters.

If a transaction isn't a mistake, find out the best way to handle it. Talk to your accountant, find a ProAdvisor or do a little research. For example, if a customer owes you money but you know you won't be paid, learn how to write off bad debt.

Void or delete a transaction

To keep your account balances and reports accurate, void or delete transactions that are made by mistake.

Follow this link to complete the steps in product Open this link in a new window

  1. Find the transaction. In the Action column, select the small arrow ▼ icon and then select Void or Delete.
  2. Select Void/Yes or Delete/No to confirm.
  3. The other way to void a transaction is, go to the required transaction. In the Action column, select the small arrow ▼ icon and then select View/Edit to open the transaction.
  4. If you want to include the date and reason you’re voiding or deleting the transaction, enter that info in the Memo or Message section.
  5. Select More in the footer. Then select Void or Delete.
  6. Select Yes to confirm.
Have any other questions for our team?

If any of your questions were left unanswered, we'd love to hear them!
Pop over to our QuickBooks Community's discussion on invoicing where you can ask your questions, have them answered by qualified QuickBooks Online experts, and hopefully help others with the same questions out in the process.

Next steps

If you've previously reconciled the voided or deleted transaction, you'll need to reconcile again.

If you decide you need to re-enter a deleted transaction, open the transaction in your audit log and copy the details from it into a new transaction.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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