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Level 1

Can I edit a deposit in QBs online?

 
4 Comments
QuickBooks Team

Can I edit a deposit in QBs online?

Good morning @john213, happy Friday!

I'm more than happy to show you how to edit a transaction that has already been deposited in QuickBooks Online.  

 

In QuickBooks Online, a payment or sales receipt that is part of a deposit can’t be edited.  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.

 

To remove the payment or sales receipt:

  1. Choose the Gear icon> Chart of Accounts.
  2. Select View Register for the appropriate account.
  3. Locate the deposit with the incorrect payment or sales receipt listed.
  4. Note the deposit amount and whether it has a R in the Reconcile box.
  5. Click the deposit in the register and click Edit to open it.  Now you should be in the Deposits screen.
  6. Remove the checkmark from the incorrect payment or sales receipt by clicking on it.  This will remove the payment from the deposit.
  7. Click Save.
  8. Click Yes to the message, “The transaction you are editing is linked to others. Are you sure you want to modify?”

To edit the payment:

  1. Click on the deposit from the register; this will open the Deposits 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 to the message, “The transaction you are editing is linked to others. Are you sure you want to modify?”

To replace the payment or sales receipt in the deposit:

  1. In the deposit, click on the box to the left of the Payment column of the corrected payment or sales receipt to add the checkmark. This will add the amount to the deposit.
  2. Click Save.
  3. Click Yes to the message, “The transaction you are editing is linked to others. Are you sure you want to modify?”
  4. Check to be sure that the Reconcile box in the register has an R in it or not as before.
  5. Make sure the deposit balance is correct.

I'm here if you have any follow up questions on editing your deposit, or anything else within QuickBooks Online. Have a great weekend!

Level 1

Can I edit a deposit in QBs online?

Thank you for your help!  I had to delete the deposit, not edit it.  I had entered the $ amount incorrectly... so after I deleted it, I could re-enter with correct amount.  

Thanks again!

QuickBooks Team

Can I edit a deposit in QBs online?

Hey there, @john213

 

Thanks for reaching back out to the Community. I'm so glad that you were able to get the information you needed to correct your deposit. 

 

Before you go, you can check out our tutorials page for information about features in your QuickBooks Online (QBO) account. 

 

The Community is always here to have your back. Should you need any further information, feel free to ask. I'm only a post away if you need me. Wishing you and your business continued success!

Level 1

Can I edit a deposit in QBs online?

Thank you Candice!

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