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Apr 20, 2023 8:48 AM UTC
Question

How do I copy a purchase invoice and change it to a credit note?

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1 reply

Apr 20, 2023 9:16 AM UTC

Hello accounts559

 

Thanks for joining the Community.

 

It's not possible to change the transaction type when copying a transaction. Instead, you'd create this as new (+ New > Credit note). To make it easier to copy the data, you can open QuickBooks in more than one tab on your web browser to view the purchase invoice.