Skip to main content

How to Delete Invoices in QuickBooks

· 3 min read
Debits

Introduction to Deleting Invoices in QuickBooks​

QuickBooks provides a straightforward process for managing invoices, including the deletion of invoices that are no longer needed or were created in error. This guide will detail the steps required to successfully delete an invoice in QuickBooks, ensuring that your financial records remain accurate and up-to-date.

Steps to Delete an Invoice in QuickBooks​

Deleting an invoice in QuickBooks is a simple process but it's important to ensure that this action is necessary as it will permanently remove the invoice from your records.

Detailed Instructions for Deleting an Invoice​

  1. Navigate to the Invoice: Open QuickBooks and go to the 'Customers' menu. Select 'Customer Center' to view customer transactions. Locate the invoice you need to delete by browsing the list of transactions under the customer’s name.

  2. Review the Invoice: Before proceeding with deletion, review the invoice details thoroughly to confirm that this is the invoice you wish to delete. It's crucial to ensure that deleting this invoice won't disrupt your accounting records.

  3. Delete the Invoice: Once you have confirmed that the invoice should be deleted, open the invoice. At the top of the invoice window, you will find a 'Delete' button or option. Click on this to delete the invoice. QuickBooks may ask you to confirm the deletion. Click 'OK' or 'Yes' to confirm and permanently delete the invoice.

Implications of Deleting an Invoice​

Deleting an invoice removes it permanently from your financial records in QuickBooks, which can affect your reports and financial statements. Consider the following implications before deleting an invoice:

  • Impact on Financial Reports: Ensure that deleting the invoice does not affect your financial reporting or tax calculations adversely.
  • Communication with Customers: If the invoice has been sent out to a customer, communicate with them about the deletion to avoid confusion or disputes.

Alternatives to Deleting an Invoice​

In some cases, it may be more appropriate to void an invoice rather than delete it. Voiding the invoice keeps a record of the invoice in QuickBooks but changes its amount to zero, allowing for historical tracking.

How to Void an Invoice​

  1. Open the Invoice: Follow the same steps to locate and review the invoice you want to void.
  2. Void the Invoice: With the invoice open, choose 'Edit' from the menu, then select 'Void Invoice'. This action will change the invoice’s amount to zero but keep a record of it in your system.

Conclusion​

Understanding how to properly delete or void an invoice in QuickBooks is essential for maintaining accurate accounting records. Whether deleting or voiding, it’s important to review your actions' impact on your financial statements and communicate any changes to affected parties.