How do I edit a payment that has already been deposited?

Hello there, @anna54. 

Thanks for posting your question here. I'd be happy to help show you how to edit a payment that has already been deposited in QuickBooks Online.  

Since the payment has already been deposited, there are a few steps to take before you can edit the transaction. To make corrections, you first need to remove it from the deposit temporarily:

1. Select the Gear icon in the right corner. 
2. Under Your Company, choose Chart of Accounts. 
3. Find the deposit account, and in the Action column, click View register. 
4. Locate the deposit amount and whether it has a letter "R" in the Reconcile box. 
5. Go to the deposit, then Edit. This will give you the list of sales receipts and payments connected to the deposit. 
6. Remove the check-mark from the incorrect payment or sales receipt. This will remove the transactions from the deposit. 
7. Pick Save & Close, then Yes confirm your changes. 

For more detailed instructions with editing the payment once you've removed it from the deposit, you can refer back to this article: How to edit a payment or sales receipt that has been deposited.

Feel free to comment below if you have any more questions or concerns. I'm always here to help. Have a good week ahead!

The link at the end of these instructions is broken; I've gotten halfway through the instructions (deleting part of the deposit in QBO) but now I don't know what to do next. Also, it seems you reference this very post as the next step, which is a little confusing. Please advise, thank you very much. 

I appreciate your time for visiting us today, gennieosg.

Let me clear your confusion about deleting or editing a deposit in QuickBooks.  To correct the payment or sales receipt you need to temporarily remove it from the deposit, edit it, then add it back to the original deposit. I'll show you how to accomplish the tasks.

To remove the payment or sales receipt:

1. Go to the Accounting menu and select Chart of Accounts.
2. Select View Register for the appropriate account.
3. Locate the deposit with the incorrect payment or sales receipt listed.
4. Click the deposit in the register and click Edit to open it. 
5. Remove the checkmark from the incorrect payment or sales receipt by clicking on it.  This will remove the payment from the deposit.
6. Click Save and Click Yes.

To edit the payment:

1. Click on the deposit from the register, this will open the Deposit screen.
2. Click the Name on the unchecked payment and it will take you to the Receive Payment or Sales Receipt screen where you can now make the correction.
3. After you make the correction, click Save.
4. Click Yes.

Once done, you can now redeposit the corrected amount. 

Using the steps above, you're now able to edit the payment that is part of a deposit.

Also, here's an article you can read to learn more about how you can review your transaction in your bank register: Find, review, and edit transactions in account registers

If you have any other related concerns about navigating QuickBooks, just click the Reply button and I'll be sure to help you out.

I tried to remove the payment but it says it will give customer a credit?

I tried to uncheck it and it says it will give customer a credit?

Hello, Bza2022.

I am here to assist you with removing a payment that has already been deposited.

QuickBooks Online (QBO) has a simple process that allows you to edit bank deposits. To get started, please follow the steps below:

1. Log in to your QBO account and click on the Gear icon.
2. Select Chart of Accounts.
3. Look for the bank account where the deposit is associated and click on View register.
4. Find the deposit transaction and select Edit.
5. Make any necessary changes and click on Save and Close.

Please note that the system records this process, and you can use the Audit log feature to learn how QuickBooks tracks the changes. You can also view the status of your sales transactions by going to the Sales menu and selecting All Sales. 

If you have any more concerns regarding removing a payment that has already been deposited, feel free to reach back out. Our Community Forum is always available to help you. Have a great day!

QBO is not align to the instructions provided here.

The QBO errors out prompting "Something is not quite right" following these instructions to processes a bank returned payment which was deposited.

Thank you for joining this thread, SYNPHL. Let me help you with your bank returned payments.

Since you mentioned processing a bank payment that was deposited, you can create a refund. This will help ensure that your records accurately reflect the payment status and that you can reconcile your bank accounts correctly. By recording it as a refund, you will also be able to keep track of any fees or charges that may have been incurred due to the returned payment.

Here's how: 

1. Go to the +New button and choose Refund Receipt. 
2. Select a name under the Customer dropdown. 
3. Ensure to fill out the necessary field the same as the original sale. 
4. Under the Refund form dropdown, choose an account you'd want to refund from. 
5. Once done, click Save and close. 

You can refer to this material to learn more about refund payments: Void or refund customer payments in QuickBooks Online. 

Additionally, if you want to print your refund receipt, you can print it by following these steps: 

1. Go to the +New button and choose Refund Receipt. 
2. Click the Print or Preview located between Order Checks and Make Recurring. 
3. You can choose either Print Preview or Print Check.
4. Click Print. 
5. Press the Print icon located at the Download icon. 

I'll be here to help if there's anything else that you'd like to ask. Just let me know in the comment section. 

It is not the refund situation. The bank returned the payment which was deposited by QuickBooks. What are the appropriate steps to get that right? Restating the situation again:

How to process bank returned deposit paid by customer using ACH? 

There are at least 2 threads on this topic but none of those are complete.  

Thank you for responding to this thread, SYNPHL. Let me go ahead and assist you with recording the return deposit from your customer. 

Recording a return payment is crucial as it will affect your Account receivable once it's not cleared. There will be two steps for us to do this. 

First, we need to receive the payment. Here's how: 

1. Go to Receive payment ( or find the invoice).
2. Select Mark as paid. 
3. Select Save and Close.

Second, we need to create a check: 

1. Select +New.
2. Select Check. 
3. Fill up the necessary information. 
4. Click Save and Close.

Creating this check will indicate that your customer still has an outstanding balance.

I've attached an article that you can refer to regarding recording your bank return payment: Record a returned or bounced check using an expense in QuickBooks Online.

Moreover, let me share these articles that can help you manage your received payments: 

• Record a returned or bounced check using an expense in QuickBooks Online
• Record a customer refund in QuickBooks Online

If you have any further concerns about your bank return payment, please don't hesitate to let us know by replying to this thread or starting a new one. Have a great one and take care.

Disappointing experience...

Too much of texts being written and links being referenced but no concrete information / information.