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<title>Reverse a History Document</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Reverse a History Document</p>
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Find a Document</a> <font color="#C0C0C0">|</font> <a href="basic_historydocs_copy.htm">Copy a Document</a> <font color="#C0C0C0">|</font> <a href="basic_edit_documents.htm">Edit a Document</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note</span>: This is a general procedure for reversing documents. See the related links at the end of the topic to learn more about the effect of reversing specific document types.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Reversing a <a class="popupspot" href="JavaScript:hhctrl.TextPopup('History documents include receipts, vouchers, memos, and, in a multi-store configuration, transfer slips.','Arial,10',30,10,00000000,0xc0ffff)" style="color: #008000;">history document</a> has the opposite effect on inventory of the original. For example, if the original document was a sales receipt that subtracted items from inventory, then reversing it adds the items back to inventory. It does this by creating a new reversing document. In the case of a sales receipt, the reversing document is a return receipt.</p>
<p class="Help-Info-Line">To reverse a history document:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Locate and highlight/display the document to be reversed in the applicable history list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">R</span><font class="hcp2">everse &lt;</font><font class="hcp3">document type</font><font class="hcp2">&gt;</font> from the I Want To menu.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">The Reversing Document dialog is displayed. If necessary, select your name from the <font class="hcp2">Associate</font> field drop-down list and select <span class="hcp1">OK</span>.</p>
</li>
</ol>
<p class="Help-Text">If necessary, a new, corrected document can then be made as described <a href="basic_historydocs_edit.htm">here</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The reversing document with your name is automatically created and added to the history list.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When completed, the original document will be flagged <font class="hcp3">Reversed</font> in the <font class="hcp2">Status</font> field and the new document that was created will be marked <font class="hcp3">Reversing</font>. The <font class="hcp2">Status</font> field is displayed in the history list of each document type.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If the reversed document references an order document, the fill status and balances of the order document are updated to reflect the change, provided it has not been deleted.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If an item previously deleted from inventory is included on the document being reversed, Point of Sale automatically adds the item back to inventory. <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_inventory/inven_delitemsaddedback.htm');return false;">Learn more</a> <img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) The reversal of history documents at a remote store is allowed only until the document has been sent to Headquarters.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If integrated with QuickBooks Desktop financial software and if the original document has already been sent to QuickBooks Desktop, then the reversing document is also sent and posts in the normal manner for that document type (for example, as a <a href="../qbpos_qb_data_exchange/qbfs_receipts.htm">return receipt</a> or <a href="../qbpos_qb_data_exchange/qbfs_returnvouchers.htm">return voucher</a>.) These new records and account entries in QuickBooks Desktop cancel the effect of the original document. The original entries are not edited or removed. If the original document has not yet been sent, then both are flagged "Do Not Send" and there will be no entries made in your financial software for the transaction.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1012.htm">Reverse sales receipt</a></p>
<p class="Help-Text"><a href="../qbpos_receiving/vouch723.htm">Reverse a receiving voucher</a></p>
<p class="Help-Text" style="font-weight: normal;"><a href="../qbpos_adjustments/memo1308.htm" style="font-weight: normal;">Reverse an adjustment memo</a></p>
<p class="Help-Text"><a href="../qbpos_multi_store/multistore_slip_reverse.htm">Reverse a transfer slip</a></p>
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