Hello there, Tracey.
I'll help you close a sales ledger by sharing a possible scenario I could think of.
Are you referring to closing your books specifically for the sales ledger on the specific month? If so, please know that once you've close your books in QuickBooks, it affects both sales and purchases ledger. Thus, this option isn't available. However, I'd suggest seeking help from your accountant to learn how to handle this.
If you're referring to deleting a sales income? If so, please know that QuickBooks doesn't allow you to delete accounts with transactions. Instead, you'll have to make them inactive. However, you'll need to seek assistance from your account to ensure this won't affect your financial records since you're closing it by the middle of the following month.
Here's how to inactive an account:
- Click the Gear icon, then select Chart of Accounts.
- Find the account you want to delete.
- Select the drop-down from the Action column and select Make inactive.
Making an account inactive doesn't remove its transactions. Transactions associated with any deactivated (deleted) account stay intact.
I'm adding this article for more guidance: Make an account inactive on your chart of accounts in QuickBooks Online.
Just in case you want to customise some reports to hide inactive accounts, you can check out this article: Customise reports in QuickBooks Online. Don't worry, QuickBooks still includes them to keep everything accurate.
If you're referring to something else, you can leave a comment below. I'll be around to answer them for you.
