cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

I entered a whole bunch of invoices as credits... can I change them to bills? Or do I need to delete and re-enter them all?? I used to be able to do this on QB desktop.

 
2 Comments
Highlighted
QuickBooks Team

I entered a whole bunch of invoices as credits... can I change them to bills? Or do I need to delete and re-enter them all?? I used to be able to do this on QB desktop.

Welcome aboard to the Community, kendaley.


In QBO, you can copy an estimate to a purchase order and then to a bill. Check out this article for additional information: Copy an estimate to a purchase order.


Since you entered the invoices as credits, delete them and re-enter as bills. I’m here to help in performing the process.


Here’s how:

 

  1. In your company, tap the Sales menu on the left panel and choose All Sales.
  2. Click the Filter drop-down and select Credit memos under Type.delete.png
  3. Set the correct period from the Date drop-down.
  4. Press the Apply button to view the changes.
  5. Then, click on the entry to open transaction details.
  6. On the Credit memo page, scroll down to the bottom and tap the More menu to choose Delete.delete.1.png
  7. Press Yes to confirm the action.

Once done, you can now create the bills. This guide contains the complete instructions on how to add the entries and pay them: Enter and pay bills.


I'm also adding a link that contains articles to get you acclimated to the processes in QBO: Get Started.


Keep in touch if you have any other concerns or questions about QuickBooks. I’m always ready to lend a helping hand. Have a great rest of the day.

Highlighted
Level 1

I entered a whole bunch of invoices as credits... can I change them to bills? Or do I need to delete and re-enter them all?? I used to be able to do this on QB desktop.

Thanks... weird that the desktop version (which we just upgraded from) allowed you to switch a transaction from an invoice to a credit and vice versa.  This is a pain... appreciate the answer though!

Need to get in touch?

Contact us