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THRobinson
Level 2

QBO - Delete a Delayed Credit

Doing a course in QBO and instead of +NEW > CREDIT MEMO, I used +NEW > DELAYED CREDIT.

 

Could not figure out why no credit showing up, figured it out. However, now I have a $25 delayed credit I can't seem to delete. Only action I have is CREATE INVOICE.

 

How do I delete that entry?

Solved
Best answer July 07, 2023

Best Answers
Amanda-B
QuickBooks Team

QBO - Delete a Delayed Credit

Hey there THRobinson,

 

Thanks for turning to the Community for support!  Making sure you're able to delete unwanted transactions without running into issues is important. That being said, there are 2 ways you can delete transactions in QuickBooks. Follow the steps below to successfully delete Delayed credit. 

 

Option one

1- Click on +New then select Delayed Credit

2- Click on the history icon (looks like a clock at the top left of the page) 

3- Select the delayed credit from the list

4- When it opens, scroll to the bottom and hit More, then Delete 

 

Option two

1- On the left navigation menu, select Bookkeeping

2- Next, click on Transactions, followed by All sales

3- Locate the Transaction in question (in this case the Delayed credit) 

4- You'll see a drop down arrow under the Action column, click on it and select Delete. 

 

If you cannot see the transaction in the list, try filtering the Type, Date and customer. I hope this helps! Here is a helpful guide for your reference. 

 

If you have any other questions, feel free to reach back out to us.

View solution in original post

3 Comments 3
Amanda-B
QuickBooks Team

QBO - Delete a Delayed Credit

Hey there THRobinson,

 

Thanks for turning to the Community for support!  Making sure you're able to delete unwanted transactions without running into issues is important. That being said, there are 2 ways you can delete transactions in QuickBooks. Follow the steps below to successfully delete Delayed credit. 

 

Option one

1- Click on +New then select Delayed Credit

2- Click on the history icon (looks like a clock at the top left of the page) 

3- Select the delayed credit from the list

4- When it opens, scroll to the bottom and hit More, then Delete 

 

Option two

1- On the left navigation menu, select Bookkeeping

2- Next, click on Transactions, followed by All sales

3- Locate the Transaction in question (in this case the Delayed credit) 

4- You'll see a drop down arrow under the Action column, click on it and select Delete. 

 

If you cannot see the transaction in the list, try filtering the Type, Date and customer. I hope this helps! Here is a helpful guide for your reference. 

 

If you have any other questions, feel free to reach back out to us.

THRobinson
Level 2

QBO - Delete a Delayed Credit

Oh, that clock looking icon, had I known what that was woulda come in handy more than a few times!

 

Did the first suggested method and worked perfectly. Thanks!

Amanda-B
QuickBooks Team

QBO - Delete a Delayed Credit

Perfect! Im happy I was able to help! If you have any other questions, feel free to reach back out to us here.

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