---
title: "How do I delete a journal entry or sales invoice after sending to QuickBooks?"
description: "How to remove a journal entry or sales invoice from QuickBooks using Taxomate after you sent a settlement."
url: https://docs.taxomate.com/en/articles/6181269-how-do-i-delete-a-journal-entry-or-sales-invoice-after-sending-to-quickbooks
collection: "General"
updated: 2026-10-26
language: en
---

# How do I delete a journal entry or sales invoice after sending to QuickBooks?

How to remove a journal entry or sales invoice from QuickBooks using Taxomate after you sent a settlement.

After you send a settlement to QuickBooks, you can remove its sales invoice or journal entry from inside Taxomate.

## Step 1. Unmatch the entry from the bank transaction

If you matched the entry with the payment in your bank account, unmatch it first.

1.  In QuickBooks, go to **Transactions > Bank transactions**.
    

![QuickBooks menu with Bank transactions highlighted](https://staticfiles.gleap.io/helpcenter/68a7b1342e2424396e93973d/20250822192055_5640.png)

2.  Select **Categorized**.
    

![QuickBooks bank transactions with the Categorized tab selected](https://staticfiles.gleap.io/helpcenter/68a7b1342e2424396e93973d/20250822192055_2795.png)

3.  Find the matched transactions and select **Undo** on the right, under Actions.
    

![QuickBooks bank transactions with the Undo action highlighted](https://staticfiles.gleap.io/helpcenter/68a7b1342e2424396e93973d/20250822192055_7843.png)

## Step 2. Turn off Automatic sending (if it is on)

If **Automatic sending** is on, Taxomate can send the deleted entries again. Select **Change** next to "Automatic sending" at the top of **Settlements** (or **Payouts**) and turn it off first.

## Step 3. Delete the entries

**For one settlement or payout**

1.  Open the settlement.
    
2.  Select **More actions**, then **Delete entries from QuickBooks**.
    
3.  Confirm. (This item shows only after something was sent.)
    

![Sent settlement page with the More actions menu open and Delete entries from QuickBooks](https://staticfiles.gleap.io/ghelparticle/cXJ6I4GWY7juwKZfTWgTjgsCx8wSzjbqImwUbZ8HpvmSZaaKiK4bNqof8yt8u6QTkE8xMhneza1.png)

**For several settlements or payouts**

1.  On **Settlements** (or **Payouts**), select the rows.
    
2.  In the bar at the bottom, select **More actions**.
    
3.  Under **Remove entries**, select **Delete accounting entries**. (The label is the same for payouts.)
    
4.  Confirm.
    

![Settlements list with rows selected and the More actions menu showing Remove entries](https://staticfiles.gleap.io/ghelparticle/44spsK3deCiAfXnOHYXKWre0yXws6icb8FJYpgoE9h3auUySbVK2UDQTZmxsWNNVfeASPSWGg52.png)

There is no delete button on the row. The row **⋯** menu has Open, Send…, Rebuild, and Archive.

Taxomate removes the sales invoice (or journal entry) from QuickBooks.
