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ecsproull
Level 3

Deleting open invoices

Frist, I have QuickBooks Desktop 2021 and all of my searches point to using an "Accountant" menu that I can't find in version 2021. Over the years there have been over 1000 invoices created that were not really meant for collection. I'm now trying to clean up this mess and would like to find the fastest way to do this.

I can do a report that will find them but the only way I've found to delete them is one at a time. Any suggestions greatly appreciated.

6 Comments 6
Rasa-LilaM
QuickBooks Team

Deleting open invoices

Hello there, ecsproull.

 

I know how precious time is for you and the relevance of keeping your records organized, especially your invoices. Let me provide an alternate method for deleting your sales entries.

 

Before we start, may I know which QuickBooks version you're using? Please know that the Accountant menu is only available in the following versions: QuickBooks Desktop (QBDT) Accountant and Enterprise.

 

Regarding the batch deletion of entries, the feature is only available in QBDT Accountant 2018, Enterprise and Enterprise Accountant 18.0, and later versions. Otherwise, we'll have to manually delete the invoices.

 

Check this reference for the complete details: Batch delete or void transactions.

 

If you're not subscribed to any of the desktop programs mentioned above, you can consider using a third-party application to remove the sales entries in bulk. Let's run a quick search in the Intuit Marketplace.

 

From there, type a keyword in the search bar to speed up the process like, batch deleter programs. From the list, browse each one to learn more about how the app works.

 

Feel free to utilize our online resources if you need further information on how to handle your sales and customer transactions. It includes topics about payments, customizing sales forms, and processing refunds or credits.

 

Reach out to me again if you have additional questions about keeping your invoices in order. I'll get back to make sure to answer them for you. 

Fiat Lux - ASIA
Level 15

Deleting open invoices

@ecsproull 

Install the trial version of QB Desktop 2021 Enterprise to make sure. You can use it for good if required.

ecsproull
Level 3

Deleting open invoices

Thanks for the replies. We have the pro version Desktop 2021. Sorry I forgot to mention that. I wonder if the Desktop Pro 2021 can be upgraded to the Accountant version? Or any version that will help at a reasonable cost.  We can't afford the fees associated with 2023. Thanks for your help.

ecsproull
Level 3

Deleting open invoices

Do you have a link to the download? I'm not sure what you mean when you say I can use it for good. Will my Pro id work with that. Can you still share files with other copies of Pro? We're a multi user environment with two licenses. Thanks again

DHeraV
Moderator

Deleting open invoices

Hello there, @ecsproull.

 

If you have an accountant who's using QuickBooks Desktop (QBDT), I suggest reaching out to them to help you with deleting transactions. They will be able to batch-delete entries on their end and ensure it is done correctly.

 

However, if you don't have one and still wish to upgrade your QuickBooks version, I suggest contacting our QuickBooks customer care team. They will be able to provide you with guidance on which version of QuickBooks to upgrade to that best suits your business needs. They can also provide information on any associated costs and help you find a version that is affordable for you.

 

Here's how to reach them:

 

  1. In your QuickBooks Desktop (QBDT) file, go to Help, then select QuickBooks Help.
  2. Select Contact Us.
  3. Enter a brief description of your query, then select Continue.
  4. Sign in to your Intuit account select Continue, and then Continue with my account.
  5. We'll email you a single-use code. Enter your code and select Continue.
  6. Select to chat with us or Have us call you.

 

To know our support's availability hours, kindly visit: Contact QuickBooks Desktop support.

 

Additionally, I suggest exploring this article that provides more information about ensuring company file compatibility to avoid any potential issues or errors when upgrading QuickBooks: Company file compatibility with QuickBooks Desktop when upgrading.
 

If you could kindly leave a comment below with an update, I'll be around to assist you and provide any information you might need.

Fiat Lux - ASIA
Level 15

Deleting open invoices

@ecsproull 

Click on my profile name and you will find our website address to send an email to. We can share the trial version of QB Desktop 2021 Enterprise.

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