Reverse a sales receipt to correct a customer's name in QuickBooks Online

Go to All apps , then Customer Hub, then Customers & leads (Take me there).

Select the incorrect customer.

Go to the Transaction List.

Locate the payment.

Select + Create.

Select Refund receipt.

Add the incorrect customer's name from the original sales receipt.

Make sure the Refund Receipt Date is the same date as the original sales receipt.

In Payment method, use Cash.

In Refund From, select the bank account funds originally went to.

If needed, uncheck Print later.

In Check no., enter “Reverse of Sales Rec”.

Enter the Product/Service used on the original Sales Receipt and the Amount.

In Message displayed on refund receipt, add a clear explanation (e.g., “Reversal of Sales Receipt, correct credit card processed, but under incorrect customer name.”)

Select Save and close.

Select + Create.

Select Sales receipt.

Add the correct customer's name.

Make sure the Sales Receipt Date is the date when the credit card payment was processed.

In Payment method, select Cash.

Fill in the sales receipt with the data that the original sales receipt contained.

In Message displayed on sales receipt, add a clear explanation. (For example, “The credit card was originally processed through incorrect customer - [incorrect customers name]”).