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    Kaitlyn Dever
    Oct 18, 2021

    How to Delete a Credit on Quickbooks

    in General Discussions

    How to Delete a Credit on Quickbooks, generate a credit memo report by following the steps outlined below:

    • Open QuickBooks and go to the Reports tab, then select Customers and Receivables.

    • To proceed, select the Transaction List by Customer from the new drown-down list.

    • Select the Customize Report option, then navigate to the Filters tab.

    • In the Choose Filter search area, type Transaction Type.

    • Click Transaction Type, and then select Credit Memo from the drop-down menu that appears.

    • Click OK to view all Credit Memos in QuickBooks Desktop.

    Now that you have a list of all Credit Memos, you can settle an overdue invoice in one of four ways:

    • Make a credit and refund the amount overpaid.

    • Make a journal entry to deduct the amount.

    • Apply the credit to the following invoice.

    • Apply the credit to another unpaid invoice.

    1 comment
    0
    Peter Groft
    Feb 16

    Here is how you delete a credit memo in QuickBooks:


    Step 1: In your QuickBooks account, choose the Customer menu and then choose Customer Center from the particular drop-down.


    Step 2: Choose the Customers & Jobs tab and select the customer.


    Step 3: Open the particular credit memo you wish to cancel.


    Step 4: Choose the Edit menu. Then click on the Void Credit Memo from the particular dropdown list and then choose Confirm.


    Regards,

    Peter

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    1 comments
     

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    (509) 737-9891

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