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Find and delete a finance charge

 When assessing finance charges for past due balances, QuickBooks creates an invoice for each charge. If a finance charge is applied to a customer's account by mistake, or if you decide after generating a finance charge that you want to remove it, you can delete the finance charge invoice.

Detailed instructions

Before deleting any transactions, back up your data file, but do not overwrite a previous backup.

  1. Open Transaction Detail Report:
    • Go to Reports > Custom Reports > Transaction Detail.
  2. Select a date range for the report to include the finance charge invoices (for example, This Month-to-date).
  3. Click the Total By drop-down arrow and select Customer.
  4. Click the Filters tab.
  5. Select Memo in the Choose Filter list.
  6. Enter Finance Charges in the Memo field
  7. Click OK.
  8. The report displays all customers who received finance charges within the selected date range, grouped and totaled by customer.
  9. Double-click (QuickZoom) a finance charge on the report to open the finance charge invoice.
  10. Press Ctrl + D to to delete the finance charge invoice.
  11. Press the Esc key to close the invoice window.
  12. Repeat steps 10 through 12 to delete finance charge invoices for your customers.



KB ID# HOW12874
4/24/2017 6:10:06 AM
QYPPRDQBKSWS05 9138 Pro 2017 27746e