There are options that we can do to get things sorted out, Carolexx.
Since we're unable to convert invoices back estimates, we can either delete them or create a journal entry to correct the transactions. Though, this is only applicable if you haven't closed your books.
Here's how to delete the invoices:
- Go to the Customers menu.
- Select Customer Center.
- Find the name of the customer that has open invoices.
- Locate the invoice, then click to open.
- Click Delete.
- Select OK on the prompt message.
If you'd like to create a journal entry, I suggest following these steps:
- Go to the Company menu.
- Select Make General Journal Entries.
- Fill out the fields to create your journal entry.
- Make sure your debits equal your credits when you’re done.
- Select Save & Close.
But before doing so, I recommend consulting an accountant to guide with the process. If you don't have any, I encourage visiting this link to find one: https://quickbooks.intuit.com/find-an-accountant/.
For more information about how to use progress invoicing in QuickBooks Desktop, I suggest checking this article: Set up and Send Progress Invoices.
Additionally, I've included our Year-End Guide for reference. This article contains information that'll help you complete year-end tasks and end the year smoothly.
Please reach out to us if you need help in managing your sales transactions. This way, we'll be able to help you out.
