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QuickBooks Team

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You can create a journal entry to void an invoice in a different period, Ettahess.

 

However, that will not remove the link between the estimate and the invoice. Here's an article as a guide: Void A Transaction In Another Period

 

If you want to redo the progress invoicing, you can unreconcile your statement from August. However, I would recommend reaching out to your accountant before doing this for additional advice since it will affect your financial statement. Follow these steps on how to undo a previous month's reconciliation:

 

  1. Go to the Accounting menu and click Chart of Accounts.
  2. Find the account and select Account history.
  3. Select the transaction you want to unreconcile. In this case, you will need to do this for all transactions for the month of August. 
  4. Go to the Reconcile Status column. Select the box and keep clicking it until the box is blank. This removes the transaction from the reconciliation.
  5. Click Save. Then, repeat the same steps for the rest of the transactions in August. 

Once done, you can open the invoice and void it. Then, go back the estimate and start the progress invoicing again. 

 

Don't hesitate to reach out to us again if you need anything else.