How to Correct Sales Receipt Mistakes in QuickBooks 2019

If you need to insert a line into the middle of a sales receipt, right-click where you want to insert the line and choose Insert Line from the contextual menu. To delete a line, right-click it and then choose Delete Line from the contextual menu.

• If the sales receipt isn’t displayed onscreen: If the sales receipt isn’t onscreen, and you haven’t yet printed it, you can use the Next and Previous buttons to page through the sales receipts. When you get to the one with the error, fix the error as I describe in the preceding item. If you make a mistake while editing a receipt, you can click the Revert button to go back to the saved receipt without saving your changes. Note that Clear toggles to Revert after you edit a transaction.

Even if you printed the customer’s receipt, you can make the sort of change that I just described. You can page through the sales receipts by using the Next and Previous buttons until you find the receipt (now printed) with the error, for example, and then correct the error and print the receipt again. I’m not so sure that you want to go this route, however. Things will be much cleaner if you void the cash sale by displaying the sales receipt and choosing Edit → Void Sales Receipt. Then enter a new, correct cash-sale transaction.

• If you don’t want the sales receipt: You usually won’t want to delete sales receipts, but you can delete them. (You’ll almost always be in much better shape if you just void the sales receipt.) To delete the receipt, display it in the Enter Sales Receipts window. (To do so, choose Customers → Enter Sales Receipt and then page through the sales receipts by using the Next and Previous buttons until you see the cash sale that you want to delete.) Then choose Edit → Delete Sales Receipt. When QuickBooks asks you to confirm the deletion, click Yes.

If you want to see a list of all your cash sales, choose Edit→ Find. The Simple Find screen appears. Select Sales Receipt from the Transaction Type list box and then click Find. Select the receipt you want to see from the list that appears. If you’re already viewing a sales receipt, choose Edit→ Find Sales Receipts. When you click the Find button, another screen pops up and asks for details of the sales receipt that you’re looking for. Click the Find button in that screen, and QuickBooks gives you a list of your cash sales for the criteria you selected.

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Stephen L. Nelson, MBA, CPA, is the bestselling author of more than 100 books on computer and business topics, including all the previous For Dummies books on Quicken.