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Level 2

Keeping a record of voided invoice numbers in quickbooks

I use a third party Point of Sale system for my business.  It keeps track of 2 invoice numbering sequences,  Charge account invoices and Cash Sale Invoices.  The charge account invoice numbers are always complete without skipped numbers.   If I void out an invoice on the POS it becomes a cash sale invoice with a zero balance.  In the transfer process using TransactionsPro 7,  all zero balance invoices get skipped in the quickbooks pro desktop import result. Ideally I would like the import tool to import the zero balance invoice to maintain an accurate numbering sequence.  Baring that what I want to do is to record the skipped invoice numbers in quickbooks pro desktop as a zero balance invoice so I have a complete numbering sequence.  I am not sure how to do so.

Thanks

Solved
Best answer January 20, 2020

Best Answers
QuickBooks Team

Keeping a record of voided invoice numbers in quickbooks

Hello there, danbpc.

 

Since you've already brought in transactions, you can enter your voided/zero balance invoices manually or by batch to complete the number sequence.

 

To create an invoice, here's how:

  1. Go to the Customers menu, then select Create Invoices.
  2. Select a customer or customer job from the Customer: Job drop-down.
  3. Fill in the information like the Date Invoice #, Bill to/Sold to, and Terms.
  4. Select the item/s in the detail area. 
  5. Click Save & Close.

In case you want to enter invoices by batch, kindly check out the following steps below:

  1. Go to the Customers menu, then select Create Batch Invoices.
  2. Double-click on the customer name, then select Next.
  3. Select the line items and template, then select Next.
  4. Review the list of invoices, then select Create Invoices.
  5. Select Print or Email, then click Close.

Once done, visit the Customer Center, select the Transactions tab, then choose Invoices so you'll be able to view the complete list of your invoices.

 

If you wish to know some other ways to import transactions and information into your QuickBooks Desktop account, the Import and export data in QuickBooks Desktop article will provide further details about it.

 

Please let me know if you have any other concerns about importing files to your QuickBooks account. I'm just around to help.

View solution in original post

1 Comment
QuickBooks Team

Keeping a record of voided invoice numbers in quickbooks

Hello there, danbpc.

 

Since you've already brought in transactions, you can enter your voided/zero balance invoices manually or by batch to complete the number sequence.

 

To create an invoice, here's how:

  1. Go to the Customers menu, then select Create Invoices.
  2. Select a customer or customer job from the Customer: Job drop-down.
  3. Fill in the information like the Date Invoice #, Bill to/Sold to, and Terms.
  4. Select the item/s in the detail area. 
  5. Click Save & Close.

In case you want to enter invoices by batch, kindly check out the following steps below:

  1. Go to the Customers menu, then select Create Batch Invoices.
  2. Double-click on the customer name, then select Next.
  3. Select the line items and template, then select Next.
  4. Review the list of invoices, then select Create Invoices.
  5. Select Print or Email, then click Close.

Once done, visit the Customer Center, select the Transactions tab, then choose Invoices so you'll be able to view the complete list of your invoices.

 

If you wish to know some other ways to import transactions and information into your QuickBooks Desktop account, the Import and export data in QuickBooks Desktop article will provide further details about it.

 

Please let me know if you have any other concerns about importing files to your QuickBooks account. I'm just around to help.

View solution in original post

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