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May 21, 2024
Question

Delete a credit memo. Not void. Delete

  • May 21, 2024
  • 1 reply
  • 0 views
Live chat is no help. Can someone tell me if it's possible to delete a credit memo that hasn't been applied to anything.

1 reply

May 21, 2024

It's totally possible.  I just did it... twice. 

 

Open the invoice.

At the very bottom of the screen It will have (in blue lettering) Make Recurring | More.

Click More

Click Delete

May 21, 2024

Hello there, @TCon28.

 

Thank you for reaching out to us with your question about deleting a credit memo in QuickBooks Online. I understand how important it is to ensure your financial records are accurate and tidy.

 

To delete a credit memo that hasn't been applied to any invoice or hasn't been part of any transaction reconciliation, please follow these steps:

 

  1. On the left menu, hover over Sales and choose All Sales.
  2. Search for the credit memo you want to delete and click the Edit button on its ACTION column.
  3. Click the More option at the bottom and select the Delete option.
  4. Hit Yes to confirm the deletion.

 

Please ensure before deleting, as this action cannot be undone. Deleting a credit memo will remove it permanently from your account's records.

 

You can also consider applying credit memos or delayed credits in QuickBooks Online.

 

Let us know if you need further assistance with this process, or if there's anything else we can help you with.