Let me provide you with some information about voiding a transaction, ssc6.
We don't recommend voiding invoices that are linked to a deposit. QuickBooks Online (QBO) doesn’t void any payment you’ve recorded to the invoice. However, this creates an open credit to your customer account. There are a few ways to handle credits, we can create a credit memo to reduce a customer's current balance or enter a delayed credit to use it in the future.
For the deleted or void transaction, we can recover some details of the transaction using the audit log in QuickBooks, but we can't recover the whole transaction. Here's an article you can refer to for more details about voiding or deleting transactions in QBO.
If you need to create an invoice, we can link the deposit again. Before linking a deposit to an invoice, here are a few things to check:
- Make sure there's an invoice for the customer.
- Make sure there's a payment registered through Bank Deposit and not through Receive Payment.
- Confirm that the payment hasn't been entered and linked to the invoice.
To run all invoice reports and customize the date. Here's how you can do it:
- From the left pane, click Reports.
- Go to Sales. Then, select Sales by Customer Detail in the search field.
- Tap Customize Report, then go to the Filters tab.
- Choose Transaction type.
- Input the Report Period.
- Press Run Report.
Also, you can run an accounts receivable aging report and customize it if necessary. Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.
Tag me in your reply if you any other follow-up questions or concerns about managing your invoices. Just reply to this thread and I'll get back to you. You have a good one.
