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KSADolphin
Level 1

Changing a customer name in a deposit

How do i change the customer name in a deposit. It says I have to delete the record from the deposit first.

HELP

2 Comments
QBsguru
Level 7

Changing a customer name in a deposit

Assuming you used the process of receive payment to undeposited funds, then make bank deposit, the record is pulled into the deposit.  Changing the name will disassociate the deposit with the customer.  Either add a memo to the deposit or change the customer name in the customer's template.

Angelyn_T
QuickBooks Team

Changing a customer name in a deposit

Hello, @KSADolphin.

 

I'd be glad to help you today so you'll be able to correct the customer name in the deposit.

 

To change the customer name in the deposit, you can simply edit the deposit and change the customer name. Let me guide you how.

 

  1. Locate the deposit by going to the Lists menu.
  2. Select Chart of Accounts.
  3. Select the correct account for the deposit.
  4. Locate/find the deposit.
  5. Change the customer name.
  6. Click Save and close to save the changes.

To learn more about deposits in QuickBooks Desktop (QBDT), you may check this article: Deposit customer payments.

 

Please know that I'll be right here to help you if you have any other QuickBooks or deposit concerns. I'll be always here to help you!

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