Hi there, T4KB.
I'm here to guide you on how we can transfer your partial payment transactions from your second identical customer to the second job of the first customer in your QuickBooks Desktop (QBDT) account.
To begin with, you have to delete the deposit transaction made in the second identical customer on the Make Deposits window to make changes.
Here's how:
- Go to the Banking menu, then select which bank you deposited the transaction.
- Find and open the deposit you want to delete.
- On the Make Deposits page, you'll see a list of payments included in the deposit. Review the list to ensure accuracy.
- Right-click in the window and select Delete deposit, then click OK to confirm.
Next, look for the invoices you created where you applied the partial payment, then modify the Customer: job by clicking on the drop-down icon. Choose the name of the second job of the first identical customer. If a prompt will appear, select Yes. It will unapply the payment link to the invoice.
After that, since we modified the invoice a while ago, we also have to change the partial payment transaction to reflect on your account. Look for the partial payment and assign the payment to the second job of the first identical customer to apply the payment to the invoice we modified a while ago.
Once you have linked the partial payment to the invoice, the transactions were already transferred from your second identical customer to the second job of the first customer.
Additionally, check on this article if you have transferred your transactions, and learn what report to generate in QBDT to see how your business is going: Understand reports.
Return to this thread if you need further clarification about transferring your partial payment to a different customer job in QBDT, T4KB. The Community is here to assist you at any time.
