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Void or delete transactions in QuickBooks Online

by Intuit•7• Updated about 12 hours ago

Void or delete transactions created by mistake to maintain accurate account balances. For record-keeping purposes, voiding is recommended over deleting because it keeps a record of the transaction in your books without affecting your totals.

Important: After you delete a transaction, you can’t get it back.

What you'll need

Access to QuickBooks Online.
External receipts or emails for the transaction to make sure it's a mistake.

Void or delete a sales transaction

You can delete any sales transaction, but you can only void invoices, payments, and sales orders.

Follow this link to complete the steps in product
Find the sales transaction you want to void or delete.
From the Action column, select the dropdown ▼, then select Void or Delete.
Select Void invoice or Delete to confirm.
Note: The name of the option may differ depending on the type of transaction.

Void or delete an expense transaction

You can delete any expense transaction, but you can only void cheques, expenses, and bill payments.

Follow this link to complete the steps in product
Find the expense transaction you want to void or delete.
From the Action column, select the dropdown ▼, then select Void or Delete.
Select Void or Delete to confirm.

Results

Any transaction you void has its amount changed to zero, and is marked Voided in your records. Deleted transactions are removed everywhere other than your audit log, but the transaction numbers don’t change.

Next steps

If you need to unvoid a transaction, delete it and create a new one with the correct information. You can also use the audit log to re-enter a deleted transaction.