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simpsonandcoinc
Level 1

How do you cancel a credit card transaction that's already been entered?

 
1 Comment 1
Michael K
Moderator

How do you cancel a credit card transaction that's already been entered?

I've got your back, @simpsonandcoinc.

 

You can simply void the sales transaction you record in QuickBooks Desktop to trigger the cancellation. Check it out:

 

  1. Open the payment.
    1. Go to the Customers menu, then Receive Payments
      1. Note: If you are using sales receipts, go to Customers menu then Enter Sales Receipts.
    2. In the Receive Payments window, Click Find and use appropriate filter to search for the transaction.
  2. Go to the Reports tab and choose Processed Payment Receipt.
  3. Click Void then save the changes.

 

That's it! For more information on voiding or refunding a customer, check out: Void or refund credit card payments in QuickBooks Desktop

 

Just a heads up, you need to do this before cut-off time, 3:00 PM Pacific Standard Time (PST). If you've already passed it, you would need to get in touch with our Merchant Services Team. They can pull up your account in a secure environment and process the cancellation for you.

 

Shoot me a reply if you have any other questions. I'm here to help. Have a good day!

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