How to Delete Available Credit in QuickBooks

By William Pullman

A record of the credit memo remains in QuickBooks for record-keeping purposes.
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QuickBooks stores available credit as a credit memo when a customer receives a refund in the form of a store credit. You can delete credit memos from a customer's account when a credit was added in error. Credit memos are listed in the customer's Accounts Receivable register, as well as your company's Accounts Receivable register. Deleting the credit memo from one area deletes it from both registers.

Click "Customers" in the menu bar, then select "Customer Center."

Click the "Customer & Jobs" tab, right-click the name of the customer with the credit memo, and select "Use Register." A list of the transactions for the customer appears in a table on the screen.

Scroll through the transactions to locate the credit memo, which is marked with "CREDME."

Right-click the credit memo transaction and select "Delete Credit Memo." Click "OK" in the confirmation window to delete the credit memo.


If you don't know the name of the customer with the credit memo, click "Lists" in the menu bar, select "Chart of Accounts" and then "Accounts Receivable." Locate the credit memo, right-click it and select "Delete Credit Memo." Click "OK" to confirm deleting the credit memo.


Information in this article applies to QuickBooks 2013. It may vary slightly or significantly with other versions or products.