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spartan6110
Level 1

Is there a way I can clean the accounts receivables. Invoices have been entered that I don't think should have been entered yet. Someone else started this QB install.

 
5 Comments 5
Anonymous
Not applicable

Is there a way I can clean the accounts receivables. Invoices have been entered that I don't think should have been entered yet. Someone else started this QB install.

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:

 

  1. Find the transactions you want to delete, and open them one at a time.
  2. At the bottom of the page, click More.
  3. Choose Delete.
  4. Click Yes to confirm the deletion.

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.

Andy57
Level 1

Is there a way I can clean the accounts receivables. Invoices have been entered that I don't think should have been entered yet. Someone else started this QB install.

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 ?

Angelyn_T
QuickBooks Team

Is there a way I can clean the accounts receivables. Invoices have been entered that I don't think should have been entered yet. Someone else started this QB install.

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:

 

  1. Click on the Plus (+) icon, then select Journal entry under Other.
  2. Fill in the necessary information on the Journal Entry page.
  3. Tap on Save or Save and close button to record the transaction.

e10 1.PNG e10 2.PNG

 

Let me know if you have any other questions. I'm a few clicks away to help. Have a good day!

YBSH
Level 1

Is there a way I can clean the accounts receivables. Invoices have been entered that I don't think should have been entered yet. Someone else started this QB install.

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???

Jen_D
Moderator

Is there a way I can clean the accounts receivables. Invoices have been entered that I don't think should have been entered yet. Someone else started this QB install.

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:

 

  1. Go to the Sales menu then Invoices.
  2. Mark the transactions you want to remove or use the header checkbox to mark all entries in the Invoices page.
  3. Click the Batch Actions drop-down and select Delete invoices.

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:

 

  1. Go to this link: https://quickbooks.intuit.com/app/apps/home/
  2. From the Search field, enter Batch Deleter or Bulk Deleter.
  3. Hit Enter on your keyboard.
  4. Click the suggested apps to see the terms that fit your needs.

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!

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