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Edit the customer name on a bank deposit in QuickBooks Online

by Intuit Updated 2 weeks ago

Learn how to edit or update the customer name on a payment for deposit, depending on how the payment was recorded and if a deposit was created. 

Update a customer name before recording a bank deposit 

To edit the name before you finalise a bank deposit, go to New +, then select Bank deposit

If the payment or fund is listed in the Add other funds to this deposit section, editing the name is simple. In Received from, select the dropdown and choose the customer name it needs to be. 

If the payment is listed in the Select the payments included in this deposit section, you can't update it directly. Select the customer name to open the original payment. Then, update the Customer there, and select Save or Save and close

Update a customer name after recording a bank deposit

If you have already recorded the combined bank deposit, you have to find and delete the original payment, update the name on the original payment, and then recreate the deposit with the updated name.

Find and delete the original deposit

  1. Go to Settings ⚙, then select Chart of accounts (Take me there).
  2. Find the bank account in the Chart of accounts.
  3. From the Action column, select Account history.
  4. Select the deposit, and select Edit to open it.
  5. Make a note of all the payments in the deposit, or select Print... from your browser menu to print a copy of the entire page for easy reference.
  6. Select More, then choose Delete.

Update the original payment

  1. Go to Sales, then select Customers (Take me there).
  2. Select the name of the customer on the original payment to open the Transaction List.
  3. Locate and open the original payments.
  4. Update the name as necessary.
  5. Select Save or Save and close.

Recreate the deposit

  1. Select +New.
  2. Under Other select Bank deposit.
  3. Select the Date and add all the payments that were on the original deposit, including the payment with the updated name.
  4. Select Save and close.
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