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jg_flowers
Level 1

How do I remove old disputed transactions from the invoice list?

 
5 Comments 5
ChristieAnn
QuickBooks Team

How do I remove old disputed transactions from the invoice list?

Hi there, jg_flowers.

 

If you create a transaction by accident, there are a few ways to remove it. You can either void or delete it to remove it from the invoice list.

 

When you void a transaction, you cancel all payments associated with it (a process called "zeroing out"). The transaction won't impact your reports or account balances, and you'll always have a record of it.

 

When you delete a transaction, you erase it from your books. It 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.

 

Please follow the steps below on how to delete or void the transaction from invoice list:

 

1. Click the Sales ate the left panel. Then the Invoices tab.

2. Select the invoice and click it to expand the page.

3. Choose More button at the bottom of the page.

4. Hit the Delete or Void.

5. You'll be prompted with Are you sure you want to void/delete this? Select the Yes button.

 

Please check this article how to send your invoices directly from QuickBooks, using a link and send invoices by batch: Send an invoice.

 

Please let me know how it goes or if you have any other concerns with QuickBooks. I'll be around to help you out. Have a good one.

jg_flowers
Level 1

How do I remove old disputed transactions from the invoice list?

The issue is the original transactions  disputed by the bank.  The transactions were resolved, but there are still  items marked disputed on the Invoice list.

 

 

Charies_M
Moderator

How do I remove old disputed transactions from the invoice list?

Thanks for the additional information about your concern, jg_flowers.

 

You can make a copy of the disputed invoice using the original date. Then, void the original disputed invoice so you can apply the payment to the newly created invoice. This removes the items and the disputed charges on your Invoice list.

 

To create a new invoice:

  1. Go to the Plus icon.
  2. Choose Invoice.
  3. Enter the necessary information and click Save and close.

To void an invoice:

  1. Locate the invoice by going to Sales.
  2. Choose the Invoices tab.
  3. Select the invoice you'll need to void.
  4. Click More, then choose Void.

Go back to the Sales menu and open the newly created invoice to apply the payment.

 

Here's how:

  1. Go to Sales.
  2. Choose the Invoices tab and click the Receive payment link.
  3. Fill in the necessary information and click Save and close.
    QBOreceivepayments.PNG

Also, you can visit our Help Articles page for QuickBooks Online if in case you need some tips and related articles for your future tasks.


Let me know if you have other questions. I'm always happy to help you all the way. Have a good one.

jg_flowers
Level 1

How do I remove old disputed transactions from the invoice list?

I followed the steps, but it did not remove the returned payment line from the Invoice Dashboard.

 

The new instructions to handle a returned payment are to create an invoice with a "Payment Returned" line item, then apply the returned payment to that invoice.  That makes the original invoice still open until the customer sends a new payment.

 

But doing that still does not remove the items that are causing the red "Returned!" status notifications.  We now have four items that need to be removed.

 

Thanks.

SarahannC
Moderator

How do I remove old disputed transactions from the invoice list?

I can see that your bank resolved the disputed transactions, jg_flowers.

 

We can make deposits for the returned payments. This is to zero out the invoices and remove the Returned status from the Transaction lists. 

 

First, we'll need to receive the returned payment. Once done, we can now make deposits for the returned one. Here's how:

  1. Click the +New icon on the left panel.
  2. Click Bank Deposit under Other column.
  3. Click the drop-down arrow for the Account field.
  4. Tick the returned payments.
  5. Under Add funds to this deposit, select whom you received the payment from.
  6. In the Account column, select Account Receivable and enter the amount in the Amount field.
  7. Click Save and Close.

 

I've added screenshots for your additional reference:

bank 12.PNG

bank 6.PNG

 

It's important to record the cashflow of your business. That said, transactions need to be listed every time we processed them. At this time, the invoice will be marked as zero and show the status as Deposited one.

 

For additional reference you can also visit this article: Common Questions about QuickBooks Payments Deposits.

 

Give us an update on these steps go. We're just here to help you more. I hope you're well today!

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