HOW TO edit VOID and delete TRANSACTION IN QUICKBOOKS ONLINE

 

 

Let’s continue to work with the same transaction, lets say you have a duplicate that needs to be voided.

Open the transaction (as shown earlier), click More

​

HOW TO EDIT TRANSACTIONS IN QUICKBOOKS ONLINE

 

Let’s say that you need to fix some part of a transaction – like the date, amount, account classification, or the  description. In this case you would want to Edit a transaction.

 

I’ll show you how to edit an Expense. You can edit any transaction the same way.

 

Go to Transactions > Expenses

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

​

Click to open up the transaction you want to edit:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

​

 

Let’s say there’s an error in the date entered, the type of payment, account or amount. Just correct the items as needed and click Save and Close.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

​

HOW TO VOID TRANSACTION IN QUICKBOOKS ONLINE

 

Let’s continue to work with the same transaction, lets say you have a duplicate that needs to be voided.

 

Open the transaction (as shown earlier), click More

​

 

You’ll be able to see two choices, Void and Delete.

 

I prefer to VOID, reason is I’ll still have a trail on what I’ve done with the transaction.

 

Click Void, then click YES when asked if you are sure to void.

 

You will still be able to see the transaction, but the amount is now zero.

 

 

 

 

 

 

 

​

 

When you click on this transaction, you will see VOID as the payment status, and the amount is zero. The rest of the details are still existing, giving you an audit trail.

 

HOW TO DELETE A TRANSACTION IN QUICKBOOKS ONLINE

​

​

​

​

​

​

​

​

​

​

​

​

​

 

 

Select a Transaction and open it.

 

Click More at the bottom

 

Choose Delete.

 

Before you delete a transaction, you should know that Delete completely removes the transaction from QBO.

 

You will be able to see the audit trail of deleted transactions but there won't be any trace of the visual trail as was shown under Void.

 

After pressing Delete, you will no longer see the transaction on your list.

 

HOW TO FIND A TRANSACTION IN THE AUDIT LOG

 

How do you know if a transaction has been voided, edited, or deleted? You can view the audit log in QBO.

 

Click the gear icon and choose Audit Log

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You will be able to see the transactions that were voided and deleted

 

 

 

 

 

 

 

 

 

 

HOW TO EDIT A CUSTOMER INVOICE

 

From the Left Navigation Bar, go to Sales, select the Invoice

​

​

​

​

​

​

​

​

​

 

Choose an invoice that has not been paid by the customer

You can change the date, terms, product and cost.

 

Once you change the cost, you will notice that the invoice amount will change too, that’s why its best to edit an invoice which has not been paid by your customer.

 

Click Save and Close or Save and Send (as needed).