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September 18, 2021
Question

I already "Received Payment" on an invoice, but I need to edit the payment date and payment method. warning box: other transactions linked to this one pops up. How to do?

  • September 18, 2021
  • 2 replies
  • 32 views
How can I edit these details without messing something up somewhere else? This was a $300 invoice matched to a perfect $300 payment, so it really should not be linked to anything else, but I'm not really sure what they mean by it.

2 replies

Rose-A
Level 10
September 18, 2021

Thanks for reaching out to us here in the Community, organizedbyginge.

 

The warning message occurs when you edit a transaction that's linked to others. The system is referring to the invoice transaction where the payment is connected to. You can hit Yes to save the changes.

 

 

You can always visit this article: Sales and customers. This will provide you links on how to manage your company income as well as resources about other customer-related concerns.

 

I'm only a post away if I can be of additional assistance with QuickBooks. I'm always here to keep helping. Wishing you a wonderful rest of the week.

Rose-A
Level 10
September 21, 2021

Hi, organizedbyginge.

 

Hope you're doing great. I wanted to see how everything is going about editing the payment date and method. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!