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CT18
Level 1

Using QB credit card services credited a payment to the wrong account. I deleted the depost but can't delete the indiviual payment. How do it credit it correctly?

 
6 Comments 6
Tori B
QuickBooks Team

Using QB credit card services credited a payment to the wrong account. I deleted the depost but can't delete the indiviual payment. How do it credit it correctly?

Hey there, @CT18.

 

I hope you're enjoying this beautiful Wednesday evening. 

 

You can transfer the funds from the wrong account to the correct account. 

 

Let me walk you through the steps. 

 

  1. Open the Banking menu at the top. 
  2. Choose Transfer Funds
  3. In the Transfer Funds From box, pick the account that's currently incorrect. 
  4. In the Transfer Funds To box, choose the correct account the funds need to be deposited to. 
  5. Then enter the transfer amount in the Transfer Amount box. 
  6. Save and Close once you're finished. 

 

 

Let me know if you need further assistance. I'll be sure to keep an eye out for your response. You can always come to the Community or me anytime you need help. Take care and have a great rest of your week. 

CT18
Level 1

Using QB credit card services credited a payment to the wrong account. I deleted the depost but can't delete the indiviual payment. How do it credit it correctly?

Sorry, I should have been clearer. We credited a credit card payment to the wrong customer, not the wrong account. I deleted the deposit but can't delete the individual payment - the customer is grayed out.

 

How do I remove a credit card payment from one customer and credit it to the correct customer

thanks

Bill

LucasMicromatis
Moderator

Using QB credit card services credited a payment to the wrong account. I deleted the depost but can't delete the indiviual payment. How do it credit it correctly?

Hi @CT18,

 

Let me see if I can help with this.  If you deleted the deposit, you should be able to then delete the payment.  The payment would then go back to Merchant Deposits, where you can apply it to the correct account.

 

When you say the customer is greyed out, what do you mean by that?  Can you possibly post a screenshot without sharing any information?

 

If you go to the customer that the payment was incorrectly applied to, are you able to click on the payment and delete from there?

 

Let me know and we'll go from there.

CT18
Level 1

Using QB credit card services credited a payment to the wrong account. I deleted the depost but can't delete the indiviual payment. How do it credit it correctly?

QBscreenshot.jpg

CT18
Level 1

Using QB credit card services credited a payment to the wrong account. I deleted the depost but can't delete the indiviual payment. How do it credit it correctly?

Posted a screen shot.  I deleted the deposit and when I went tried to delete the individual transaction the customer was grayed out and it wasn't allowed to delete or void the transaction without warnings 

LucasMicromatis
Moderator

Using QB credit card services credited a payment to the wrong account. I deleted the depost but can't delete the indiviual payment. How do it credit it correctly?

Hi again, @CT18

 

Anytime you delete a payment, it is going to give a warning message.  If you click through, it should allow you to delete the payment.  Have you tried that?

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