Our QB has very old invoices in A/R, how do I delete these so that our balance sheet is clean? These are from years ago & just need to be deleted.

Hi there, Brenda. I can assist you in reviewing your records and removing any old transactions that are no longer needed.

Since these transactions are from previous years, they may impact your current balance when generating financial reports, particularly if they have been reconciled.

However, I suggest reviewing those previous invoices to ensure those transactions are no longer needed.

Once reviewed, you can remove them anytime to keep your account balance and reports accurate.

Here's how:

1. Go to Sales, then select All sales.
2. Look for the invoice that you want to delete.
3. In the Action column, select the dropdown ▼, then click Delete.

Additionally, you can check this article to learn how to void and delete transactions in QuickBooks Online: Void or delete transactions in QuickBooks Online

Also, you can personalize and add specific information to your sales forms in QuickBooks Online.

If you have further questions about managing or deleting your invoice, please leave a comment. I'm always here to help you. Take care.