Since these memos inflate the overall credit for a customer, thus you should know how to delete a credit memo in QuickBooks (Desktop and Online). If you have created the memo all by mistake then it would be better to simply delete them instead of settling them in any other transactions.
A credit memo is used to record any refund. It is a commercial document that is generally issued to a buyer for the refunds made by him. Memos created within QuickBooks appear in the accounts receivables tab that further appears under the customer’s center section.
How to Delete a Credit Memo in QuickBooks Desktop
Follow the step-by-step instructions to delete a credit memo in QuickBooks Desktop completely.
- Login to your QuickBooks dashboard and click on your company file.
- From the top navigation menu, click on the customer’s tab, and from the floating menu; select the customer center’s tab.
- Now from the menu that appears, choose to click on Jobs This you can find on the left of your screen.
- From the list of customers, choose the one whom you think has the credit memo you want to delete or void.
- Now select the memo to open.
- Click on the edit This you can find either beneath or beside the memo depending on your version of QuickBooks.
- Either choose void or delete from the options provided.
- Click to choose to confirm, if in case any warning appears and you will be able to delete the memo fully.
May be helpful- How to Reverse a Credit in QuickBooksHow to Delete a Credit Memo in QuickBooks Desktop
- Firstly go to the Accounting menu, and then choose the Chart of Accounts.
- Select the account that you want to run, and then select View Register.
- Now remove the checkmark from the payments you want to delete it.
- Finally, click Save.
If in the future you plan to reapply the memo then you simply will have to change the name back to what it originally was. This simple trick will again reapply your memo to the customer or vendor. If you follow the sequence all step by step then your issue “delete a credit memo in QuickBooks” will be fixed in no time. But if you face any issues or want QuickBooks Pro-advisor to help then give us a call now. You can even give us a call at our QuickBooks support for the USA, Canada, and the UK and talk to our Experts now.
