A customer that gets monthly invoices calls to pay their current invoice by CC. I notice that their February invoice isn't paid, so I ask them if they want to pay that as well. They state that the February invoice was paid on 2/12, and send me a copy of their CC statement to prove.
I trace down the transaction, and find that the amount was credited to a customer called "Quickbooks Customer" instead of my client.
Is there a way to move the payment from "Quickbooks Customer" to the outstanding client invoice? The payment has already been reconciled.
Hello there, @e2346437.
You'll be happy to know that you can transfer a credit card payment from one client to another. And I'd be glad to help you with this.
Since the deposit was already reconciled, we'll need to re-add the payment by duplicating the payment for the correct client. Here's how:
Then, delete the original payment and recreate payment line in the (reconciled) deposit.
Lastly, delete the original payment.
Once completed, the payment will transfer to the correct client without messing up your deposit that was already been reconciled.
I've got you an article for the detailed steps and information: Correct Customer Payments that have been Deposited or Reconciled.
In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help.
Please let me know if you have any other questions about QuickBooks Desktop. I'll be around if you need any help.