Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi, @spartan6110.
Let me help share some insights about recorded transactions in QuickBooks.
You can delete the invoice that is already created in QuickBooks if you don't need them to ensure you have an accurate record for your account receivables. Please bear in mind that deleting a transaction is irreversible.
Here's how to delete a transaction:
You can also read this article for more information: Void or Delete an Invoice or Other Transactions.
Let me know if you have additional questions about your transactions. I'm here to help however I can.
I just got a new job. In QB online there are AR invoices hanging from 2019 for which the company got paid, however, nobody matched the incoming transactions with those invoices.. now how do I mark this invoices paid?? Should I use retained earnings and zero the AR out ?
Thank you for joining the thread, @Andy57.
Yes, you can record a journal entry to the retained earnings to write off the amount. If the invoices were linked to multiple customers, you have to enter one journal entry per customer.
To record a journal entry in QuickBooks Online:
Let me know if you have any other questions. I'm a few clicks away to help. Have a good day!
This has to be a joke. I have 2546 items in AR that QB assigned automatically and they are wrong. So I have to go through and manually delete 2546 items ONE AT A TIME???
I want to ensure you're able to clear your Accounts Receivables in QBO, @YBSH,
I just need some more information to sort this out for you. When you said these entries are assigned automatically, are they A/R payments or just invoices? Also, did they come in from a different source or are they set up as recurring transactions? Any information will help.
Now, if you're referring to deleting invoice transactions in the program, it has to be done manually. We want to make sure every action in QuickBooks is done with accuracy. Don't worry, you can use the Batch Actions feature to remove batch transactions that's within 365 days. Here's how:
For older A/R transactions beyond 365 days, you have the option to delete them one at a time, or use a third-party tool. You can find handy apps in the Intuit App website using these steps:
If you have other questions for us, please click the Reply button below. I'll be right here to provide additional assistance whenever you need it. Have a lovely day!
How do you close the open invoices with a journal entry? I need to use a journal entry to zero accounts receivable because my client works with a colleague that won't give her her accounts receivables balances so it's pointless to have an accounts receivable. I'm trying to get all these balances zeroed out and record her income from her bank statements - cash basis.
Deleting invoices isn't going to work because some are connected with payments.
I try to apply the (JE) credit to the invoice and it's not applicable. You can do this in QBDesktop. But its not working for me in QBOnline.
Hi there, TMarrs.
I can give steps on how you can link the journal entry to your open invoice.
Before doing so, please make sure that the journal entry is using the Accounts Receivable as the associated account. Then, select the customer's name from the Name column, so the transaction will be linked to the customer.
Once done, you can follow these steps on on how you can apply the journal entry as a credit to your customer's open invoice:
You can check this article for reference: How to apply a journal entry credit to an invoice.
To learn more about managing your customers invoices and creating journal entries, please check out these guides:
If you have any additional questions regarding the steps or need assistance with other task in your account, please let me know in your reply. I'll be around to help you out some more. Have a good day ahead.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here