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ZweeresR
Level 1

Quick Help! How do I delete a Refund in my Sales section?

I can only seem to Print, or Send. The refunds say Paid already. I just need to clear some 'bad' data. 

 

Thanks!

8 Comments 8
LollyNino_C
QuickBooks Team

Quick Help! How do I delete a Refund in my Sales section?

You’re on the right track, @ZweeresR

 

You can remove the refund receipt from the print queue by editing it. I'll show you how.

  1. Go to Accounting and select the Chart of Accounts tab.
  2. Locate the account and click on the View register link under Action.
  3. Click on the refund transaction and choose Edit.
  4. Uncheck the Print later box. 
    Refund.PNG
  5. Click on Save and close.

In case you want to learn how to customize, attach files, and email sales forms to your customer within QuickBooks Online (QBO), refer to this article: Email and customize sales form.

 

Let me also add an article for more information about reconciling an account: 

You can count on us if you have any other concerns. Have a great day.

ZweeresR
Level 1

Quick Help! How do I delete a Refund in my Sales section?

I edited the refunds, Deleted the reference numbers, put 0 balances deleted the customer data and unchecked the print later. I can still only Send or Print.

ZweeresR
Level 1

Quick Help! How do I delete a Refund in my Sales section?

I edited the refunds. I made them zero balances. I deleted the reference numbers and unchecked the print later box. I can still only print or send. there is essentially no data in them anymore.. But I still cannot delete the entrys 

TirzahC
QuickBooks Team

Quick Help! How do I delete a Refund in my Sales section?

Good day, ZweeresR.

 

I got your back in ensuring that you'll be able to delete the customer refund that you've processed.

 

If you're unable to delete entries, it's possible that there's an issue with the browser. To fix this, we can perform some basic troubleshooting steps. 

First, use a private window to access QuickBooks. This will prevent the use of cookies stored on the computer. You can access this by pressing the following commands:    

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

Then, let’s go back to your regular browser and clear the cache. These caches of data are essentially junk files and can be safely deleted to free up storage space.

 

If you're still unable to see it, try using a different supported browser. This can be an issue with the browser that you use and QuickBooks.

 

Additionally, you can check this article to learn more ways on how to refund customer transactions using your payment account: Void or refund transactions in QuickBooks Payments.

 

I'm just around to provide continuous support if you have any other concerns about this. I'd be happy to help you out. Wishing you well!

ZweeresR
Level 1

Quick Help! How do I delete a Refund in my Sales section?

This is not a browser issue. i tried it just in case, but it's not an error, it's simply not an option to delete these entries. 

 

It's not a payment, that was sent through QBO, it was simply an entry from a sync from OneSaas. It doesnt need to be voided, at this point it's empty data. I just want to Delete the entries.. 

 

The option is simply not there. 

 

JasroV
QuickBooks Team

Quick Help! How do I delete a Refund in my Sales section?

Thanks for the clarification, @ZweeresR.

 

I can provide some additional steps on how to delete the refund entry in your QuickBooks Online (QBO). Let me show you how.

 

  1. Go to the Sales menu.
  2. Click the Customers tab.
  3. Select the appropriate customer. 
  4. Locate and select the Refund Receipt.
  5. Click More and select Delete2.PNG
  6. Then click Yes to confirm.

 

You can also check this article for more details: Void or delete transactions in QuickBooks Online.

 

If you're still unable to delete the entry, I recommend contacting our Support team. This way, they can look into your account and help you in deleting it. Ensure to review their support hours so you'll be accommodated.

 

I've also added this link that can guide you through the steps in reconciling your accounts seamlessly: Reconcile an account in QuickBooks Online.

 

I'll be around if you need further assistance managing your transactions. Tag me in your reply and I'll get back to you as soon as I can. Keep safe!

ZweeresR
Level 1

Quick Help! How do I delete a Refund in my Sales section?

WOW that More > Delete button is really well hidden LOL

 

That worked, thanks very much!

KlentB
Moderator

Quick Help! How do I delete a Refund in my Sales section?

That's great to hear, ZweeresR.

 

I'm so glad that my colleague was able to help you out. As always, you can just add a comment to this thread or start a new conversation if you have any other concerns or questions about QuickBooks.

 

Looking forward to assisting you again. Have a pleasant day ahead!

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