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Stephen Turner
September 2, 2022
Solved

Voiding Or Deleting An Invoice From A Closed Month

  • September 2, 2022
  • 1 reply
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Hi everybody, i'm new to QB, but cannot seem to get a definitive answer from support... If i close the books for a particular month, is it possible to Void or Delete an invoice from that month that has been closed?

 

I have been advised you can on a Facebook group, where it warns you before doing it, but can't see how you can as the month has been closed.

Thanks in advance in anyone can clarify... :-)

Best answer by Stephen Turner

Just tried and it does reflect in the Profit & Loss, thank you... :-)

1 reply

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GeorgiaC
September 2, 2022

Hi Stephen, thanks for your post - there are two options when it comes to closing your books: allow changes after viewing a warning, or allow changes after viewing a warning and entering a password. Are you receiving any specific error when attempting to void/delete the transaction? 

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    Stephen TurnerAuthor
    September 2, 2022

    Hi, thanks for confirming this, i see now what you say... :-)

     

    I've switched from Sage Line 50 so getting used to QuickBooks.

     

    Can you confirm then, if i close off a month, then go back in and void an invoice, accept the warning that will pop up, will the voided invoice value be reflected in the profit and loss account, ie, if i void an invoice, will it deduct the invoice total from my profit, as does Sage Line 50?

    :-)

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    ChristieAnn 11
    September 2, 2022

    I appreciate you for coming back to the thread and adding some clarification about your concern, Stephen Turner. I'll be sharing details on how voiding entries works in QuickBooks to ensure you're able to manage your accounting data.

     

    All the voided invoices will be reflected in the profit and loss account for recording purposes. Also, to ensure that your income transactions stay accurate. However, the amount of entry will become zero.

     

    On the other hand, when you void a transaction in QuickBooks, you still have a history of the transaction and it won’t affect your account balances or reports. That said, it won't deduct the invoice total from your profit.

     

    You can open this article to see further details on how voiding other transactions works in QuickBooks: Void or delete transactions in QuickBooks Online.

     

    Feel at ease to comment below if you have other questions about managing voided transactions in QuickBooks. I'll be happy to assist you again. Keep safe and enjoy the rest of the day, Stephen Turner.

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