quickbooks 2018 desktop find open invoices for a vendor

You’re not going to delete transactions or affect bookkeeping by doing this. This is the best option when the document is not something that needs to be kept in the company file because no one other than yourself ever saw the incorrect invoice. If the invoice was never sent to the customer and it was only a problem that happened on your end like if you were going to send the invoice but noticed the error first, that would be the time to select the option to “Delete Invoice”. That is why it is important to know how to void an invoice in QuickBooks. If the customer or anyone else in your company needs to understand what happened at a later time, you’ll have the evidence in hand. The voided transaction won’t show up in your account balance, but the invoice number will still exist. In that scenario where you sent an invoice to the wrong customer, you may need to show evidence that this happened. When you delete invoices, you’re destroying a part of that paper trail. The IRS wants to see that paperwork so it knows how to tax your income. Instead, you keep track of accounts receivable and use accounting software to keep tabs on every transaction, whether you work for a large organization or own a small business, enjoy a freelance writing gig, or mow lawns. You don’t rely on handshakes or verbal promises of payment. When you create invoices, you’re making a paper trail that shows the flow of money. If so, keep reading! Which Is Better: Delete Invoice or Void Invoice? That’s it, you’re done! You might still have some questions about which option to choose. Either choose Void Invoice or Delete Invoice and just click “Yes.”.In the Invoice window, you’ll see the word “More” at the bottom - click on it.Open QuickBooks and find the open invoice you need and select it.To void or delete an invoice, follow these three steps: Thankfully, if you’re using Intuit’s QuickBooks accounting software - whether it’s QuickBooks Online, QuickBooks Pro, or QuickBooks Desktop - this is an easy fix. This article discusses how to void an invoice in QuickBooks. Whether you saw the customer’s name and it looked like another customer’s name or there are open invoices where there shouldn’t be, it’s important to fix the problem before the mistake makes it out to a client.

So you accidentally gave a double-click on the wrong invoice number.

Quickbooks 2018 desktop find open invoices for a vendor