Old Invoices

Good day, NeeNee2022. 

Allow me to share some information about your old invoices.

You have the option to undo the reconciled transactions. This way, you can delete the old invoices and record its payment. But before doing so, I recommend checking with your accountant for further guidance. They can also share another way how to handle this.

You can also visit these articles for more information about invoicing:  

• Customize invoices, estimates, and sales receipts in QuickBooks Online 
• How to add custom fields to invoices 

Keep in touch if you have other invoice-related concerns. I’m always ready to lend a helping hand. Wishing you and your business continued success.

My boss would like to know if we just deleted the invoices that weren't matched, and started doing them right from now on, would it mess anything up anywhere else? He just wants to leave as is and start over.

Hi there, NeeNee2022.

If the invoice is not a valid one, you can delete it. I'm here to share more information about it.

Once you delete a transaction, the action is irreversible. If the invoice doesn't have a linked payment or is not a valid transaction, deleting it will not mess up the account. If you're unsure whether to delete or void it, you can check this reference: Delete or void transactions.

Also, if you have other customer payments to record, you can browse this article: Record customer payments.

You can always get back to the thread if you have other concerns.