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

You may need to correct a customer's name on a sales receipt after a credit card payment has been processed in QuickBooks Online. This requires reversing the original sales receipt and creating a new one with the correct customer information.

If you need help with vendor credits or refunds, you can partner with a QuickBooks Live Bookkeeper to feel more confident. Find out more about QuickBooks Live Bookkeeping.

Step 1: Find the original sales receipt

1. Go to All apps , then Customer Hub, then Customers (Take me there).
2. Select the incorrect customer.
3. Go to the Transaction List.
4. Locate the payment.

Step 2: Reverse the original sales receipt

To correct the customer's name, first reverse the original sales receipt.

1. Select + Create.
2. Select Refund receipt.
3. Add the incorrect customer's name from the original sales receipt.
4. Make sure the Refund Receipt Date is the same date as the original sales receipt.
5. In Payment method, use Cash.
6. In Refund From, select the bank account funds originally went to.
7. If needed, uncheck Print later.
8. In Check no., enter “Reverse of Sales Rec”.
9. Enter the Product/Service used on the original Sales Receipt and the Amount.
10. 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.”)
11. Select Save and close.

After this step:

• You'll see the original sales receipt in the incorrect customer register.
• You'll also see the reversal of the sales receipt as a refund.

Step 3: Create a new sales receipt with the correct customer name

1. Select + Create.
2. Select Sales receipt.
3. Add the correct customer's name.
4. Make sure the Sales Receipt Date is the date when the credit card payment was processed.
5. In Payment method, select Cash.
6. Fill in the sales receipt with the data that the original sales receipt contained.
7. In Message displayed on sales receipt, add a clear explanation. (For example, “The credit card was originally processed through incorrect customer - [incorrect customers name]”).

Results

You'll see a sales receipt and income under the correct customer name.

Related links

• Set up Autopay for recurring invoices