How to Correct Common Sales Receipt Mistakes in QuickBooks 2015

By Stephen L. Nelson

If you make a mistake in entering a sales receipt (cash sale) in QuickBooks 2015, don’t worry. Most errors have simple solutions. Here’s a list of common problems and how to fix them:

  • If the sales receipt is still displayed onscreen: If the sales receipt is still onscreen, you can move the cursor to the box or button that’s incorrect and then fix the mistake. Most of the bits of information that you enter in the Enter Sales Receipts window are fairly short or are entries that you’ve selected from a list.

    You can usually replace the contents of some field by typing over whatever’s already there or by making a couple quick clicks. If you really messed up and want to start over from scratch, you can click the Clear button. To save a receipt after you’ve entered it correctly, click either the Save & Close button or the Save & New button.

    If you need to insert a line in 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. If you make a mistake while editing, you can click the Revert button to go back to the saved receipt and not save changes.

    Clear toggles to Revert after you edit a transaction.

    Even if you printed the customer’s receipt, you can make this sort of change. For example, you can page through the sales receipts by using the Next and Previous buttons until you find the receipt (now printed) with the error. And you can correct the error and print the receipt again. You may not 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 sales 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, and 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 on that screen, and QuickBooks gives you a list of your cash sales for the criteria you selected.