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userremko
Level 1

I have some old invoices that i need to "write off". How do i do that in QBSE?

 
1 Comment 1
ShyMae
QuickBooks Team

I have some old invoices that i need to "write off". How do i do that in QBSE?

Hello there, @userremko. I've got the steps on how to write off your invoices. I'm here to guide you through the process.

 

Please know that deleting multiple invoices at once is currently unavailable in QuickBooks Self-Employed. You'll need to delete them manually.

To write off invoice:

 

  1. Go to Invoices.
  2. In the Status dropdown, select its status.
  3. You can also sort the date from the Date dropdown
  4. Locate the invoice you want to write off and click the dropdown beside Send
  5. Then click Delete.

    Sample.jpg

 

If you want to track the offset invoices, you can edit them and add another item with a negative amount equal to the total amount. 

 

Here's how:
 

  1. Go to Invoices.
  2. Look for the invoice, then click Edit
  3. From the Add another product and service, click Add new
  4. From the Name column, type in Offset. Click Save
  5. Enter the negative amount equal to the total amount in the Amount column.
  6. Once done, click Save

 

Moreover, you can export transactions and run a report in QuickBooks Self-Employed. 

 

You can tap the reply button below if you need further assistance deleting your past invoices. I'm always here to help you out. Best wishes! 

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