Remove List to the Sales Receipt and eSign it in minutes

Aug 6th, 2022
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How to Remove List to the Sales Receipt

4.9 out of 5
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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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0:58 2:42 List Cleanup in Quickbooks - YouTube YouTube Start of suggested clip End of suggested clip So that my list can get a little bit smaller. All you have to do is right click her name. And chooseMoreSo that my list can get a little bit smaller. All you have to do is right click her name. And choose make customer job inactive there she goes she disappears. Again her history has not disappeared.
Deleting old held receipts Access your Customers menu. Click on the customers name. Press Show, then choose Sales Receipts. You can filter your results using the Date and Filter By drop-down lists. Double-click an appropriate record. Hit Edit. Select Delete Sales Receipt to permanently remove it from your books.
If you are able to void the transaction prior to the payment processing, you will avoid a fee. If the payment transaction has already batched, you will need to give your customer a refund. You can refund the whole amount or refund specific products, services or fees.
Go to Settings ⚙ and then select Products and Services. Find the non-inventory or service item you want to change. Select Edit in the Action column.
Go to Settings ⚙, then select All lists. Open the appropriate list, for example, Chart of Accounts or Products and Services. From the Action ▼ dropdown menu, select Edit. Make changes, then select Save and close.
Go to the File menu and select Switch to Single-user mode. If you see Switch to Multi-user mode, dont select it. Go to the Accountant menu and select Batch Delete/Void Transactions. Select the transactions you want to delete or void from the Available Transactions list.
Delete an item Go to Lists, and select Item List (for Windows) or Items (for Mac). Select the item you want to delete. Go to Edit, and select Delete Item.
To delete a sales receipt, simply locate this in your books (Sales All Sales), select the drop-down in the Action column against this and Delete. Alternatively if you have the transaction open you can go to More Delete on the toolbar to delete this.

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