I'm looking for recommendations on best practices for deleting a sales order.
A customer placed an order and then cancelled before it was Invoiced/Shipped. In our old system, we would just delete it out.
Now that we are using QuickBooks, I was wondering if there is a best practice recommendation for sales orders that have been cancelled? I don't see a void option which would allow it to zero out and remain accessible.
Thank you for joining us in the Community. Allow me to help share some insight about canceled sales orders in QuickBooks Desktop.
You have two options to handle the dropped sales order-close or delete it on QuickBooks. If you wish to keep a record for this transaction, yes, you can close it manually. However, if you wish to remove it totally in the system, you can delete it and follow the steps provided by my colleague, JantRoseB.