Can't delete Credit Memos

Hi, Divnick.

I'm here to help you delete the credit memos in QuickBooks Online. To delete the transaction, you'll remove it first from the deposit account.

Here's how:

1. Go to the Accounting menu, and then choose the Chart of Accounts.
2. Choose the account you want to run, and then select View register. This will let you view all the sales receipts and payments connected to the deposit.
3. From there, remove the checkmark from the payments you want to delete. This will remove the transactions from the deposit.
4. Click Save.

Once done, you can now delete the credit memo using the following steps below:
 

1. Go to the customers tab.
2. Select Credit Memo.
3. Choose the Delete icon to delete the credit memo and hit Ok.
    

I'm also adding here some resources that you can check out about managing sales transactions in QBO for future reference: 
 

• How to edit a sales transaction form
• View sales transactions

I'll be glad to help you again if you have more questions about deleting credit memos. Just add the details in the comment section.

Thank you, but I don't know what you mean by, "Choose the account you want to run."  I can get to Chart of Accounts, but the only places where I find the two Credit Memos is "Undeposited Funds" and "Accounts Receivable".  Neither have check boxes, and neither one lets me delete the Credit Memo.  When I try, I get the same error message that I have to "delete the payment line item from the deposit before you can delete the transaction."  That is the problem, I can't "delete it from the deposit". I don't know how to do that.   When I click on Banking>Make Deposits, it doesn't provide a way to delete from there.  So I went ahead and selected the two credit memos and clicked OK which created the deposit.  Then I tried to delete them from the deposit screen, and that brought up the same error message.

Thanks for following up with the Community, Divnick.

You can delete a deposit by selecting it, clicking Edit in your tool bar, then hitting Delete Deposit.

Afterwards, you can delete the credit memo.

Here's how:

1. In your top menu bar, go to Customers.
2. Choose Create Credit Memos/Refunds.
3. Find the appropriate record.
4. Click its Delete (X) button.
5. Select Yes.
   

I've included a detailed resource about working with credit memos which may come in handy moving forward: Give your customer a credit or refund

I'll be here to help if there's any questions. Have a great day!

Thanks for following up with the Community, Divnick.

You can delete a deposit by selecting it, clicking Edit in your tool bar, then hitting Delete Deposit.

Afterwards, you can delete the credit memo.

Here's how:

1. In your top menu bar, go to Customers.
2. Choose Create Credit Memos/Refunds.
3. Find the appropriate record.
4. Click its Delete (X) button.
5. Select Yes.
   

I've included a detailed resource about working with credit memos which may come in handy moving forward: Give your customer a credit or refund

I'll be here to help if there's any questions. Have a great day!

Please stay with me on this.  I CAN'T DELETE THE DEPOSIT. So I can't then delete the credit memo. 

As I have explained, I have tried to delete the deposit several different ways, but none of them work.  I have gone to  Undeposited Funds and tried to delete the deposits there. I have gone to Banking>Make Deposits but there is no Edit button there.  I have tried to edit the Credit Memos but it won't let me because it keeps popping up the same message that I have to first "Delete the payment line item from the deposit before you can delete the transaction."  That is what I can't do.  It won't let me, at least not in any of the places I have tried.  

When you say to "delete the deposit by selecting it" where do you mean?  Where do I do that that is different than the 2 placed where I have already tried it?

Thank you.

Hey there, Divnick.

To ensure you can delete the deposit in QuickBooks Desktop, you can press CTRL + D on your keyboard to remove the transaction. Here's how:

1. Go to your Chart of Accounts.
2. Find the bank account and view its register.
   
3. Locate and open the deposit from the register.
   
4. From the deposit screen, press CTRL + D altogether on your keyboard.
5. Hit OK to confirm the deletion.
   
6. Once deleted, press the ESC key on your keyboard.

After that, you can follow the steps provided by my peer above in deleting the credit memos. If you're still unable to delete the transactions, you might want to verify and rebuild your data.

For more details about how deposits and credit memos work in QuickBooks, see the following resources below:

Record and make bank deposits in QuickBooks Desktop.

Give your customer a credit or refund in QuickBooks Desktop for Windows.

Let me know if there's anything else you need. I'd be more than willing to lend you a hand. Have a good one!

Oh how I wish that would work. 

They are not in my bank account register. They are still in the Banking>Make Deposits list. 

They are in the Undeposited Funds register, but I can't delete them there without getting the same  message that I need to "delete this payment line item from the deposit before you can delete the transaction itself."

I again tried to delete the "payment line" in the Credit Memos...but still get the same message. I have also deleted EVERY line in the Credit Memos and tried to save them that way.  Same message.  I again tried Voiding the Credit Memos which changes all the Amount to $0, but it won't let me Save without the same error message.  I tried Voiding then Deleting before Saving. Same message. 

It seems like it should be so simple...to just delete a Credit Memo.  But the program won't let me do that.  I just can't delete those Memos and remove them from the Undeposited Register.

I hope you can stay with me to help me solve this.  If you want to set up a time to remote in to my computer, I will gladly let you see exactly what is happening.

Steve

Thank you, thank you, thank you. 

The Rebuild solved the problem and allowed me to delete the Credit Memos and their deposits.