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JustCurious
Level 2

How do I delete a deposit?

In my case I grouped payments into one bank deposit, but some of them were made via PayPal, rather than as checks, so I selected PayPal under "payment method." Unfortunately, I forgot to select to “deposit to PayPal” at the bottom of the Customer Payment window, so they are grouped into a bank deposit where they did not go. Those deposits do not show up in the deposit slip/make deposits menu. Only the payments where I selected “check.”  I can change nothing there.

They seem to be lost in the abyss. They are not in the PayPal register, nor in the deposit slip for the bank where the “check” payments are. 

They are in the Undeposited Funds register. But I can not delete them from the Undeposited Funds register. It says: “Delete from the deposit” but they do not show in the deposit list. So I can not find a place to select and delete them. Where are they hiding? 

I don’t mind doing a patch, like a transfer from one account to the correct one, but I do not see where to find them, or transfer the payments from.

JustCurious
Level 2

How do I delete a deposit?

I grouped payments into one bank deposit, but some of them were made via PayPal, rather than as checks, so I selected "PayPal" under "payment method." Unfortunately, I forgot to select to “deposit to PayPal” at the bottom of the Customer Payment window, so they are grouped into a bank deposit where they did not go. Those deposits do not show up in the deposit slip/make deposits menu. Only the payments where I selected “check.”  I can change nothing there.

They seem to be lost in the abyss. They are not in the PayPal register, nor in the deposit slip for the bank where the “check” payments are. 

They are in the Undeposited Funds register. But I can not delete them from the Undeposited Funds register. It says: “Delete from the deposit” but they do not show in the deposit list. So I can not find a place to select and delete them. Where are they hiding? 

I don’t mind doing a patch, like a transfer from one account to the correct one, but I do not see where to find them, or transfer the payments from.

JustCurious
Level 2

How do I delete a deposit?

I grouped payments into one bank deposit, but some of them were made via PayPal, rather than as checks, so I selected PayPal under "payment method." Unfortunately, I forgot to select to “deposit to PayPal” at the bottom of the Customer Payment window, so they are grouped into a bank deposit where they did not go. 

Those deposits do not show up in the deposit slip/make deposits menu. Only the payments where I selected “check.”  I can change nothing there.

They seem to be lost in the abyss. They are not in the PayPal register, nor in the deposit slip for the bank where the “check” payments are. 

They are in the Undeposited Funds register. But I can not delete them from the Undeposited Funds register. It says: “Delete from the deposit” but they do not show in the deposit list. So I can not find a place to select and delete them. Where are they hiding? 

I don’t mind doing a patch, like a transfer from one account to the correct one, but I do not see where to find them, or transfer the payments from.

Kristine Mae
Moderator

How do I delete a deposit?

We'll have to delete the deposit, JustCurious. I'm here to help you.

 

You can follow these steps:

  1. Click List.
  2. Go to Chart of Accounts.
  3. Select Undeposited Funds.
  4. Look for the deposit, right-click, then select Delete.
  5. Click OK to confirm. 

Once done, you can record the payments again, then deposit them.

 

If you have other concerns, we're just one post away. Feel free to reach out to us anytime. 

JustCurious
Level 2

How do I delete a deposit?

 

This doesn't work. The Undeposited Funds register does not allow me to delete items. The message reads:

"You need to delete this payment from the deposit before you can delete or edit its name or amount."

I deleted the deposit. That put the CHECK deposits back in the deposits list. But is no help to access the items I received via PAYPAL.   I received them GROUPED with payments for deposit to the bank account.

 

That is, I grouped deposits that were supposed to go to two different account registers. Those headed for the PayPal register, are stuck in limbo in the Undeposited Funds register. They show as paid in my Job registers, but are not in my BANK or Paypal registers. 

 

I can not delete them from Undeposited Funds.

I can not delete them from the Job registers where they DO show up as payments on invoices.

I can not delete them from the paid invoices for those Jobs.

I can not transfer them to the PayPal register. 

If ungrouped, I could easily have deposited them to the correct account. Do I need a magic wand? 

I would settle for a patch entry at this point.

 

PS: I am on QB for Mac 2019. Thanks!

 

 

Jovychris_A
Moderator

How do I delete a deposit?

Hi there, @JustCurious.

 

We'd want to resolve the grouped deposits entry that is sitting in your accounts register so that you can continue with your job. Since the suggested steps won't work, I encourage you to reach our Customer Care Support team.

 

From there, they can investigate it further with their tools in a secure environment. This way, our support will have a closer view of fixing the ungrouped deposits to categorize them into the correct account.

 

Feel free to drop by if you have other questions about QuickBooks for Mac or share your experience after reaching our Customer Care Support team. The Community is always here to help. Take care!

VPH808HI
Level 1

How do I delete a deposit?

Can someone help me, I received payment went into the client account checked payment it went to deposits, went to deposits, and officially clicked it , it went into my register.  Success... another payment come in for the same client did the same but I saw the last deposit still in the not received section for the same amount.  How do I fix this??

Kristine Mae
Moderator

How do I delete a deposit?

I'm here to help you fix it, VPH808HI.

 

The Merchant Service Center keeps a record of all the payment activities from your QuickBooks products. We'll have to check the status of the processed payments. This way, we'll know if there are duplicate payments. Or, it wasn't posted to the register. Here's how:

  1. Log in to your Merchant account.
  2. Click Activities & Reports, then select Deposits
  3. Ensure the dates are correct.
  4. Click Search

From there, you can see the daily deposits and when we put them in your bank account.

 

I'll also add this reference to help you check when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

 

If you have more questions, feel free to click the Reply button below. We'll get back to you as soon as we can. Take care!

nyfrazee74
Level 1

How do I delete a deposit?

Thank you! Pictures help A LOT.

MorganB
Content Leader

How do I delete a deposit?

Hey there, nyfrazee74.

 

I'm so glad to see that you received the answers you were looking for here in the Community. You know where to come if you ever need a hand again in the future.

 

Take care!

That Guy
Level 1

How do I delete a deposit?

I know this is an old post but i keep getting delete payment from deposit. there is no longer a delete deposit under the edit tab. it seemed no matter what i did to attempt to delete a deposit i always got the same answer. Must delete payment from deposit. If I selected delete payment as that is the option it would give me the same response. any help would be great. Thank you 

Kevin_C
QuickBooks Team

How do I delete a deposit?

Nice to have you joined this thread, @That Guy. I can share some information on how you can delete a deposit in QuickBooks Desktop (QBDT).

 

The Delete Deposit option will only show up on the Edit toolbar if you select the deposit within the register. If there are multiple payments in one deposit, you can open the transaction and use the Delete Line option instead.

 

Here's how:

 

  1. Click Lists at the top menu bar.
  2. Select Chart of Accounts.
  3. Double-click the account.
  4. Double-click the deposit.
  5. Select the deposit that you want to delete.
  6. Click the Edit tab at the top menu bar.
  7. Select Delete Line.
  8. Choose Delete Deposit if you want to delete the entire deposit.
    Payment.PNG

 

However, if the payment from your deposit is linked to some transactions, you'll have to delete the transaction first before you can delete the payment.

 

If the issue persists, can you please provide us with some screenshots of the error message you encountered while trying to delete the payment?

 

In addition, you might also want to check out this article that can guide you effectively through reconciling your accounts: Reconcile an account in QuickBooks Desktop.

 

Let me know if you have any other questions about this. I'm more than happy to help. Have a great day!

llllll1985
Level 1

How do I delete a deposit?

When I try to do the step in the second picture, it says "you need to delete this payment from the deposit before you can delete the transaction itself" I hav tried deleting in in multiple places and it seems to keep going in circles.

ZackE
Moderator

How do I delete a deposit?

Thanks for joining this thread, llllll1985.

 

You can delete payments from deposits with your Delete Line option.

 

Here's how:

  1. Access the Chart of Accounts.
  2. Open the account your deposit's in.
  3. Find and double-click the deposit.
  4. Select which payment(s) you're working with.
  5. In your top menu bar, hit Edit, then Delete Line.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

If there's any additional questions, I'm just a post away. Have a lovely day!

HelenColeman
Level 1

How do I delete a deposit?

how do you delete a whole deposit with multiple checks that has already been recorded?  This is for QuickBooks desktop

 

Ethel_A
QuickBooks Team

How do I delete a deposit?

Welcome to the Community, @HelenColeman

 

I'm here to assist you with deleting a deposit in QuickBooks Desktop.

 

The Delete Deposit option will only show on the Edit toolbar if you select the deposit within the register.

 

Here's how:

 

  1. Click Lists at the top menu bar.
  2. Click Chart of Accounts.
  3. Double-click the account.
  4. Double-click the deposit.
  5. Now click the Edit tab at the top menu bar.
  6. You can select Delete Deposit if you want to delete the entire deposit.

 

You might also want to check this article that can guide you effectively in reconciling your accounts: Reconcile an account in QuickBooks Desktop.

 

 You can always get back to me whenever you have other concerns or questions about deposits in QuickBooks Desktop. I'm more than happy to help you.

macnsac
Level 1

How do I delete a deposit?

When the deposit is deleted (per the above instructions) the amounts, etc return to the record deposits folder.

In error I re-entered the payment of 2 invoices that the payments were included in a previous deposit.

I am using QB Desk Top 2022.

How do I clean up this mess?

macnsac
Level 1

How do I delete a deposit?

Neither of these solutions apply to my challenge -- or so it seems.

I am using QB Desktop for Accountants 2022.

I made a deposit for several client payments -- which were applied to their invoices correctly.

I accidentally re-entered 2 of the payments as a separate deposit.

The above deleting process simply returns the erroneous deposit funds to the Record Deposits Folder.

Deleting from the egister results in the same.

How do I correct this error?

JessT
Moderator

How do I delete a deposit?

Allow me to step in and continue to help you, macnsac.

 

You'll also want to delete the payment transactions after deleting the deposit, so you can re-enter them with the correct information. Though they can be edited, it's much better to delete them to start fresh.

 

Delete the payments:

 

  1. Go to the Customers menu and select Customer Center.
  2. Click the name of the customer in concern to see the list of transactions on the right.
  3. Open the payment transaction in concern and press Ctrl+D.
  4. Confirm the deletion if you see a prompt. Do the same thing for the other payment.

 

On the other hand, if you want to see some references for QuickBooks, just click the Topics menu above and select a topic. Follow the onscreen instructions to see the articles for QuickBooks Desktop.

 

Feel free to return to this thread if you need more help managing your transactions.

macnsac
Level 1

How do I delete a deposit?

Thanks-- but PLEASE give me step by step dirtections.

I have tried so many ways over the years and so far NOTHING has worked.

 

mateen
Level 2

How do I delete a deposit?

How Can I delete/void multiple deposits in QuickBooks? As we used to do checks in "Batch delete/void transactions"

Regards,

Mateen

CamelleT
QuickBooks Team

How do I delete a deposit?

I'm here to assist you in managing your deposits, @mateen.

 

When voiding transactions, the record of it remains. However, deleting them means that they are entirely removed from your books. Regarding deposits, these transactions can't be voided. It can only be deleted. 


There's no direct way to batch delete all deposit transactions but we can manually select all the deposits you want to remove, then delete them at once. Here's how:
 

  1. Go to Sales, then choose All sales.
  2. You can filter the Date and Customer from the dropdown below them.
  3. Tick the box beside the date of all the deposit transactions you want to delete.
  4. Click the Batch actions dropdown, then choose Delete.

To save time in reviewing your chart of accounts and need to make a quick addition, you can add transactions manually. Check out this article: Manually add transactions to account registers in QuickBooks Online (intuit.com) 
 

If you have other concerns in managing your deposits, please don't hesitate to reach out. We're always available to assist you.

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