How do you delete an invoice in the new online version. Edit doesn't give edit options that I can see.

Forum|Forum|2 years ago
June 9, 2024
1 reply
6 views

I need to delete an invoice. It was a duplicate.

QuickBooks Online

Erika_K

QuickBooks Team

I've got the steps to help you delete the duplicated invoice, vjeisen. Let's collaborate to help you streamline and maintain an organized record of your sales activities.

The Edit option allows you to modify the transactions but not have the selection to delete them. You'll need to select the dropdown list. Let me show how:

Go to the Sales menu and choose Invoices.
From the duplicate transaction, hit the dropdown menu.
Click Delete.

I'll be adding this article for additional info: Void or delete transactions in QuickBooks Online.

Ensuring your sales transactions are well-organized is vital for gaining clear insights into your business's performance and financial well-being, vjeisen. I'm here to offer personalized recommendations based on your specific requirements, helping you ensure your books are organized. Take care!

PBJ10

@Erika_K Just to clarify, isn't there a way to delete the invoice from the invoice screen? If @vjeisenbeis has the invoice open and wants to delete it, they have to LEAVE the invoice and find it on the Sales page to delete from there?

GenmarieM

QuickBooks Team

Certainly, PBJ10. Another way to delete an invoice without going back to the Sales page is to use the Actions drop-down. Allow me to walk you through the deletion process.

Here's how:

Go to Sales, then select Invoices.
Choose an invoice to open.
Once you're on the invoice screen, click Manage.
Hit the Actions drop-down and select Delete.

Moreover, I'll be adding this article as your reference for personalizing your sales forms in QuickBooks Online (QBO): Customize invoices, estimates, and sales receipts in QuickBooks Online.

Whether it's about managing your invoices, or any other aspects of handling your transactions, feel free to reach out to me again. I'll always have your back.

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