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Level 1

How do I clear a sales receit to apply to the coorect invoice without it showing my sales tax report twice. We dont want to pay taxes twice for the same payment?

10/21/2020 Sales Receipt 201021-03 PA State Sales Tax 6.00% 77.62 1,293.60 10/22/2020 Invoice 201021-04 Joe Smith *PA State Sales Tax 6.00% 77.62 1,293.60
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Level 1

How do I clear a sales receit to apply to the coorect invoice without it showing my sales tax report twice. We dont want to pay taxes twice for the same payment?

 
QuickBooks Team

How do I clear a sales receit to apply to the coorect invoice without it showing my sales tax report twice. We dont want to pay taxes twice for the same payment?

Welcome to the Community space, @lisa153.

 

To prevent paying taxes twice for the same payment, you can delete the sales receipt, then record a payment upon the invoice. 

 

Before doing so, once you delete a transaction it's irreversible or permanent. This won't appear anywhere on your reports or in your accounts. You can use your Audit Log to recover some information/details, but you're unable to recover the transaction.

 

Here's how to delete the sales receipt:

 

  1. Select Sales in the left-hand menu
  2. Click Filter then select the Type: Sales Receipt, then click Apply
  3. Click on the Sales Receipt you wish to delete
  4. At the bottom of the page click on More and select Delete
  5. Select Yes to confirm.

 

I've included some articles that will guide you in recording customer payments and how to reconcile an account in QuickBooks: 

 

 

Let me know if you need additional information by leaving a comment below. I'm always around whenever you need help.

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