How to Cancel invoice

Kevin_C · ‎May 02, 2024

I'd like to impart details about what date QuickBooks uses when voiding an invoice in QuickBooks Online (QBO), Zeldy.

Once you void an invoice transaction in the QBO program, it will be automatically based on your invoice creation date. Currently, there's no available option to choose a specific date when voiding them.

Moreover, please note that QuickBooks will keep the payment and use it to offset the next taxable period. That means when voiding old transactions, the system will automatically apply any available credits to the open Sales Tax filing period, and it doesn’t affect the prior paid sales taxes.

Additionally, you may check out this article that'll give you a glance at the status of your sales transactions in the program: View sales transactions.

Please reach out again if you have any other questions about voiding transactions in QBO. Just add your reply below, and I'll surely get back to help you further.

Zeldy Ashkenazi · ‎May 02, 2024

Thanks kevin

So if I void an invoice that i created on31/12/2023

The day will be 31/12/23 not May

can I change the date?

because i don't want to change 2023

JoesemM · ‎May 02, 2024

I'm grateful for your prompt reply. Allow me to clarify things so you can get things back on track, Zeldy.

Yes, you're correct. If you void an invoice it will be based on the creation date. Like if you create the invoice on 31/12/2023 the voided date will be the same.

Although it's possible to alter the date, it's not recommended if the tax has already been filed, as this will affect your financial reports for the previous fiscal year.

Also, I'd recommend opening this article if you need to adjust your sales tax. It shows how to set up an account, add, and delete a sales tax adjustment: Create or delete a sales tax adjustment in QuickBooks Online

You may open these links that will help you customize your sales forms and track your payments in QuickBooks:

If you have further questions about voiding invoices or anything else related to QuickBooks, please feel free to ask in the thread. We're here to help.

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