Other questions
Hi there, Marcus.
Let me guide you through recapturing your invoice details using the Audit Trail in QuickBooks Desktop (QBDT). This will allow us to extract every piece of information needed to re-enter the transaction that you mistakenly deleted.
Please note that the Gear icon you're referring to is the option available to QuickBooks Online (QBO) users for locating and running the Audit Log report. In your case, we can follow these steps to proceed using your QBDT account:
- Go to the Reports menu and select Accountant & Taxes.
- From there, choose Audit Trail.
- In the report, filter the reporting dates.
- Click the Customize Report button and select the Filters tab.
- Enter Transaction Type to filter the results specific to the transaction you're looking for.
- Choose Invoice and click OK.
Once you've done that, you can start reinstating your invoice using the details generated from the report. If this entry hasn't been paid yet, you can begin recording its payments once your client decides to pay.
Stay in touch if you require additional help managing your sales transactions, Marcus. The Community always has your back. Stay safe!
