Delete Value Choice into the Sales Receipt

Aug 6th, 2022
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How to Delete Value Choice into the Sales Receipt

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oh hi there Peter here with Blackrock business and today Im gonna have a quick and easy little video for you we are going to talk about deleting a receipt out of your QuickBooks point of sale I get this question from time to time people ask me about the receipt that they screwed up on or the the person didnt actually want the sale and happen too fast something like that and so a store owner wants to delete a receipt out of their sales history well thats what were gonna cover were gonna head on over to sales history and Im gonna let you in on the quick short answer to this and that is you cant you cant delete a receipt why not well this is a financial system its a point of sale thats hooked up to your accounting system and in the accounting world we have to actually keep all the records you cant just go around deleting receipts and putting the cash in your pocket you thats cooking your books you dont want to do that seriously so what do you do you want to get rid of a recei

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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To begin, locate the sales receipt and click it. By clicking the sales receipt, new options will become available. Well see Delete, Edit, and Cancel. We click delete, and then on the dialog box that pops up, well click yes to confirm the deletion.
To delete or void a receipt, double-click it. To permanently delete the sales receipt from your files, click Edit and Delete Sales Receipt. Right-clicking in the Bill To field will void the receipt. Click Save and then Void Receipt.
As it is good business practice to keep a complete record of all transactions, invoices (and their numbers) should also be retained. Because of this, its better to void invoices instead of deleting them.
Voiding changes the amount of the check to zero but keeps a record of the transaction in your books. Deleting on the other hand removes the transaction entirely in QuickBooks.
By deleting the invoice, users will be permanently removing it from their company file. On the other hand, voiding an invoice cancels a particular payment or invoice. Voiding an invoice will keep the invoice number and list it in reports but changes the amounts to zero.
If you want to cancel an invoice, you can void it. Voiding an invoice cancels the invoice without deleting it, thereby preserving historical information for any future audits. When you void an invoice, any settled payments will be removed, and the corresponding payment will be unsettled.
Its quick and easy to edit and delete the bank rules in QuickBooks Self-Employed. From the Gear icon, select Rules. Find the rule you want to modify and click Edit. Next to it is a drop-down where you can select Delete.
A credit note allows you to add notes as to what happened and to control the date of the credit so you can record the credit in a different date than the invoice. Void treats the invoice as if it never existed. Your choice, however, if the invoice period is locked and reported, use a credit note.

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