After you send a settlement to QuickBooks taxomate allows you to remove the sales invoice (or journal entry) within the app.

OPTION A. Delete Single Invoice/Journal Entry

STEP 1. To get started, make sure the invoice/journal entry has not been matched with the bank deposit in QuickBooks.

If it has been already matched, please go to the Categorized tab, find the bank deposit, and select undo.

STEP 2. Next, go to the Settlements page in taxomate.

STEP 3. Select the settlement you would like to delete from QuickBooks.

STEP 4. In the top right, select Delete from QuickBooks.


OPTION B. Bulk Delete Multiple Invoices/Journal Entries

STEP 1. To get started, make sure the invoice/journal entry has not been matched with the bank deposit in QuickBooks.

If it has been already matched, please go to the Categorized tab, find the bank deposit, and select undo.

STEP 2. Next, go to the Settlements page in taxomate.

STEP 3. Select every settlement where you would like to delete invoices/journal entries and then select Delete Only Invoices on the top toolbar.

taxomate will automatically remove the sales invoice (or journal) from QuickBooks!

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