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!
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!