cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

How do I delete a deposit?

How do I delete a deposit?

I created a sales receipt (donation or deposit) for $100 and went to Record Deposits and deposited it.  I made an error and want to delete the $100 deposit.  It will not delete.  I get one of two warnings.  Warning #1 “You need to delete this cash sale from the deposit before you can delete or edit its name or amount.” 

Or  Warning #2  “You cannot edit payment information in a deposit transaction. 1) Delete the payment from the deposit. 2) Go to the original payment transaction to edit it. 3) Redeposit the payment. “ 

 I do not understand how to do this.  I go to the original Sales Receipt and try to click on Edit Delete.  I get Warning #1.  I try to make the amount of the Sales Receipt zero. That does not work.

I go to Make Deposits under the Record Deposits.  I try to delete the information and I get Warning #2.

I would like to do what Warning #2 says I should do.  How do I do this?  Thanks.

Solved
Best answer 12-10-2018

Accepted Solutions
Established Community Backer ***

"in the tool bar find EDIT, then click on DELETE DEPOSIT...

"in the tool bar find EDIT, then click on DELETE DEPOSIT  (not Delete Line)."

If the Deposit has multiple lines and you want to fix only one entry here, you can delete Just That Line, fix the customer's error, and then Update the deposit to bring in the corrected transaction.

So, you either delete the line or the entire deposit, depending on your data and the task at hand.


11 Comments
Established Community Backer ***

"in the tool bar find EDIT, then click on DELETE DEPOSIT...

"in the tool bar find EDIT, then click on DELETE DEPOSIT  (not Delete Line)."

If the Deposit has multiple lines and you want to fix only one entry here, you can delete Just That Line, fix the customer's error, and then Update the deposit to bring in the corrected transaction.

So, you either delete the line or the entire deposit, depending on your data and the task at hand.


Established Community Backer ***

Find the deposit in the register and delete from there, t...

Find the deposit in the register and delete from there, then delete the payment.
Not applicable

This is WONDERFUL!  Yes! Yes!  This is the answer!  Pleas...

This is WONDERFUL!  Yes! Yes!  This is the answer!  Please ask Quickbooks to include a section on Corrections regarding HOW TO DELETE A PAYMENT OR BILL and HOW TO DELETE A DEPOSIT.  I am new to Quickbooks and have been spending so many hours on trying to make corrections and not succeeding since I have not understood how to make these corrections.  Thank you! Thank you! Thank you!
Established Community Backer ***

With the deposit window open you can also choose Edit->De...

With the deposit window open you can also choose Edit->Delete.  I think this works on any form (invoice, sales receipt, bill, etc).
Not applicable

Thank you!

Thank you!
Not applicable

As mentioned above by IntuitBiscotti.  The detailed way t...

As mentioned above by IntuitBiscotti.  The detailed way to get there is:  in the tool bar find EDIT, then click on DELETE DEPOSIT  (not Delete Line).
Established Member

Re: "in the tool bar find EDIT, then click on DELETE DEPOSIT...

DELETE DEPOSIT IS NOT AN OPTION UNDER EDIT IN MY TOOL BAR.  I NEED TO CORRECT THIS DEPOSIT THAT WAS POSTED IN ERROR.

Established Member

Re: "in the tool bar find EDIT, then click on DELETE DEPOSIT...

there is not an option to delete deposit under the edit in my tool bar.  I need to delete this deposit that was posted in error.

QuickBooks Team

Re: "in the tool bar find EDIT, then click on DELETE DEPOSIT...

Hello CayceMB,

 

Welcome to the Community. 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. 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. Click Chart of Accounts.
  3. Double-click the account.
  4. Double-click the deposit.
  5. If you want to delete a specific payment, select it from the list.
  6. Now click the Edit tab at the top menu bar.
  7. Select Delete Line.
  8. You can select Delete Deposit if you want to delete the entire deposit.

I'm adding some screenshots for your visual reference on this:

 

 

 

Please note the delete line option will only show if there are multiple payments on a deposit transaction.

 

Feel free to let me know if you have any questions about the deposits. The Community is always around to help.

Active Member

Re: "in the tool bar find EDIT, then click on DELETE DEPOSIT...

my toolbar EDIT doesnt give an option to DELETE DEPOSIT. Is there another way?

Highlighted
QuickBooks Team

Re: "in the tool bar find EDIT, then click on DELETE DEPOSIT...

Hi there, @JenniferRN.

 

I can help you delete the deposit successfully.

 

Aside from the Delete Deposit option, you can delete the incorrect deposit following these steps:

 

  1. Click on Lists at the top menu bar.
  2. Select Chart of Accounts.
  3. Select the your bank.
  4. Locate and open the deposit.
  5. Press on Ctrl+D on your keyboard.
  6. Click on OK.
  7. Select OK when ask to delete the transaction.

This should help you remove/delete the deposit. For additional reference, you can see attached screenshots below.

g1 open the deposit.PNG

g1 ctrl + D.PNG

g1 Ok delete.PNG

For further details about deposits, you can also check this article: Deposit customer payments.

 

Let me know if you have any other questions about deposits. I'm always here to help you.