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aalbin815
Level 1

I need to delete two payments that I posted incorrectly? Help.....

 
3 Comments 3
JenoP
Moderator

I need to delete two payments that I posted incorrectly? Help.....

Let me share some steps to delete the transactions, aalbin815

 

If the payments were applied to invoices, the easiest way to do it is to open them, and then click the 1 payment hyperlink below the PAID status. Then, click the payment date to open the payment (Receive Payment page) transaction. Just click More, choose Delete, and that’s it. 

 

If these are bill payments, follow these steps to clear them out:

 

 

  1. Look for the bill payment that you want to delete (you can either go to the register or go to the Expenses menu).
  2. Click More at the bottom, then select Delete.
  3. Click Yes to confirm that you want to delete the transaction
     

If you're trying to delete a payroll tax payment, follow the steps on how to do that: Delete A Tax Payment

 

You can always get back here if you have follow-up questions. I'm always here to help. 

calculare
Level 1

I need to delete two payments that I posted incorrectly? Help.....

What if the payment posted incorrectly are for a prior year? I just started taking care of the accounting for an HOA and the prior accounted posted payments to the wrong aparments.   That was during 2019.  How can I correct that in 2020 without messing up prior year's books?

AlexV
QuickBooks Team

I need to delete two payments that I posted incorrectly? Help.....

Hi there, calculare.

 

Thanks for joining us here. 

 

We can correct the 2020 data by editing the prior year transaction. Open the payment transaction and post it to the correct apartment or payee. Once done, it will reflect on the sales reports, but the posting accounts will not be touched.

 

You may refer to this link on how to find, review, and edit transactions in account registers.

 

Please comment again if you need more help. Have a great day!

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