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April 20, 2023
Question

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

  • April 20, 2023
  • 1 reply
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1 reply

April 20, 2023

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.