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Daniela_A
QuickBooks Team

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Thanks for keeping in touch with us @mbell19.

 

Ideally, the steps provided by my colleague above is the correct process in writing off a bad debt. Since QuickBooks has its own method to solve cases like yours, I would suggest working with your accountant to properly sort out this kind of matter.  If you don't have an accountant, we can help you locate a ProAdvisor in your local area.

 

In addition, I've also included this reference for a compilation of articles you can read while working with us: The different transactions you can use to track your sales.

 

If there's anything else you need, please let me know. I'd be more than willing to lend you a hand.

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