Deleting An Invoice In QuickBooks Desktop
Step 1: Open QuickBooks Desktop
- Launch QuickBooks Desktop and log in with your credentials if you haven’t already.
Step 2: Navigate to the “Create Invoices” Section
- On the left panel (or in the home screen depending on your QuickBooks version), click on Customers.
- Then select Create Invoices from the dropdown list.
Step 3: Find the Invoice You Want to Delete
- In the Create Invoices window, go to the Invoice List section (or go to Customers → Customer Center → select the customer for whom the invoice was created).
- Locate the invoice you want to delete.
- You can search by customer name, date, or invoice number. To narrow down your search, use the Find feature or filter options.
Step 4: Open the Invoice
- Double-click on the invoice you want to delete to open it.
Step 5: Delete the Invoice
- Once the invoice is open, go to the Edit menu at the top of the window.
- Click on Delete Invoice from the dropdown menu.
- A confirmation window will appear asking you to confirm that you want to delete the invoice.
Step 6: Confirm the Deletion
- Click OK or Yes to confirm that you want to delete the invoice.
Step 7: Check the Invoice Is Deleted
- After deletion, the invoice should no longer appear in the Customer Center or Invoice List.
- You can double-check by searching for the customer or the specific invoice to make sure it’s no longer present.
Deleting an invoice will remove any revenue and taxes associated with it, and the payment (if any) linked to it will also be removed from your records. If an invoice has been paid or partially paid, you may need to first delete the payment or open the invoice to adjust the payment and then delete the invoice. If you want to void an invoice, go here.