It’s bound to happen sooner or later: you delete an invoice in Quickbooks, only to realize that you need it later. Fear not, as there’s actually a simple and relatively easy way to retrieve deleted invoices. It involves the use of an “audit trail,” which is something that we’re going to discuss more of in today’s blog post.
There are dozens of reasons for deleting an invoice. Maybe it’s several years old and taking up space, or perhaps the customer information is wrong. Regardless, it’s not uncommon for business owners and accountants to delete their old invoices. But if you delete an invoice, you should make sure you no longer need it. In the event that you need to access a deleted invoice, follow these steps to retrieve it.
To retrieve a deleted invoice, you’ll first need to log into your Quickbooks account. Once logged in, run the Voided/Deleted Transaction report under Reports > Accountant. This should bring up details about the invoice, including all of its respective information. Feel free to add more columns of information as needed.
It’s important to note that you cannot technically restore the deleted invoice. When you delete an invoice in Quickbooks, it’s gone for good. There is no option to restore it back to its original, working order. That doesn’t necessarily mean that you can no longer retrieve it, however. Assuming you followed the steps mentioned above, you can still print out the invoice for reference purposes. And if you wish to continue using the invoice, simply use the information from your previous invoice to create a new one. As long as the details on both invoices are the same, it should function in the same manner.
While you’re accessing this area of Quickbooks, you may notice an audit trail report. Basically, this is a report that allows users to filter according to number or date. If you need to find a specific transaction, simply search for its respective date range in the audit trail report. The audit trail report is a highly useful tool in Quickbooks that can pinpoint specific transactions and invoices.
Hopefully, this will give you a better idea on how to find a deleted invoice in Quickbooks. As mentioned above, you cannot restore a deleted invoice. Rather, you’ll have to retrieve the information from it and then use this information to create a new one.
Did this tutorial work for you? Let us know in the comments section below!