Edit the customer name on a bank deposit

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. 

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

Update a customer name before recording a bank deposit 

To edit the name before you finalize a bank deposit:

1. Select + New or + Create.
2. Select Bank deposit.

If the payment or fund is listed in the Add funds to this deposit section, editing the name is simple. In Received From, select the dropdown and select 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 All apps , select Accounting, then select Chart of accounts (Take me there).
2. Find the account and select Account history from the Action column.
3. Select the deposit, and select Edit to open it.
4. Make a note of all the payments in the deposit, or select Print from your browser to print a copy of the entire page for easy reference.
5. Select More, then select Delete.
6. Select Delete transaction to confirm.

Update the original payment

1. Go to All apps , select Customer Hub, then select Customers & leads (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 and close.

Recreate the deposit

1. Select + New or + Create.
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.