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Avalara Help Center

How do I remove (delete / void) an invoice in QuickBooks?

Overview

You want to know the recommended steps to delete or void invoices in AvaTax for QuickBooks Desktop, ensuring that tax is correctly handled.

Environment 

QuickBooks Desktop

Resolution

  • There are two ways to remove an invoice from your records, including AvaTax records, ensuring that tax calculations & totals correctly reflect the removal.  Please note that these steps are not for Credits, or Credit Memos; these steps only apply to invoices that must be deleted / voided in order to remove them completely from your records.
    • Voiding: Voiding an invoice within QuickBooks updates the invoice record in QuickBooks Desktop and AvaTax.
      • To do so within QuickBooks Desktop, with the invoice open, select Edit > Void Invoice, and Save the invoice.  
    • Deleting: If the invoice must be deleted, as opposed to voided, go to Edit > Delete Invoice.  This deletes the record in AvaTax as well.