How do I delete a journal entry or sales receipt after sending to my accounting software?

By Michael Schwartz

Updated 13 days ago

After you send a journal entry or sales receipt to QuickBooks or Xero taxomate allows you to remove the entry or receipt. For example, say you sent the settlement as a sales receipt instead of a journal entry, taxomate allows you to easily remove this from within our app (instead of having to go into QuickBooks or Xero).

1. To get started, go to the Settlements page.

2. Under the settlement details, select the Delete button.

taxomate will automatically remove the entry or receipt from your accounting software! 

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