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Intuit

Writing off invoices

In order to write off invoices in bulk, you need to login into your QuickBooks Online company as an Accountant.

To write off invoices:

  1. Login to the QuickBooks Company as an Accountant.
  2. Click on the gear icon or Company Name on the upper right.
  3. From the Accountant section, select Write Off Invoices.
  4. Use the Drop down at the top of the list to specify the Invoices that should be written off (Ageing, transaction date, or open balance)
  5. Select the Invoice(s) to write off by checking the box to the left of the invoice.
  6. At the bottom of the screen, select the Write-Off Account (Default is Bad Debt)
  7. Click Preview and Write-Off.
  8. Confirm the results of the write-off and click the Write-Off button.
  9. Close Close.

At this point a discount will be applied to the invoice(s) that will post to the account selected in the Write-Off Account selection.

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