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Z
ZweeresR
May 18, 2021
Question

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

  • May 18, 2021
  • 8 replies
  • 21 views

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

 

Thanks!

8 replies

L
LollyNino_CQuickBooks Team
QuickBooks Team
May 18, 2021

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.

Z
ZweeresRAuthor
May 18, 2021

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.

JasroV
JasroV
Level 8
May 18, 2021

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. 

 


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 Delete. 
  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!

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