How to Write Off Invoices with QuickBooks Online Accountant - dummies

How to Write Off Invoices with QuickBooks Online Accountant

By Elaine Marmel

Choosing Write Off Invoices from the Accountant Tools menu in QBOA displays the Write Off Invoices page, which enables you to view invoices you might want to write off, and then write them off to an account of your choice. At the top of the page, you set filters to display the invoices you want to review. Select the age of the invoices to view those

  • Greater than 180 days

  • Greater than 120 days

  • In the current accounting period

  • In a custom date range you set

You also can set a balance limit.

As you can see in the following figure, QBOA displays the date, age, invoice number, customer name, original invoice amount, and the amount still due on the invoice. To write off any invoices, click the check box beside them. Then, at the bottom of the page, select the account you want to use to write off the invoices and click the Preview and Write Off button.

Writing off invoices.
Writing off invoices.

QBOA displays the Confirm Write Off dialog box shown here. If the information in the dialog box is correct, click Write Off. Otherwise, click Cancel.

Confirm that you want to write off the selected invoices.
Confirm that you want to write off the selected invoices.