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Hi please help me with the steps to delete payment for my customer because I applied the payment to different invoices but is the same company.
but also help me with the steps to delete payments if I applied to different company.
please please help me with these 2 questions.
thank you very much!
Hello there, romeectricllc.
Thank you for posting here in the Community. I'd be happy to lend a hand with delete payments applied to the wrong invoices.
Here's how to delete payments through the Transactions screen:
For your visual reference, I'm adding some screenshots below:
You also have the option to delete transactions through the Audit Trail report. In case you want to check this out, here are the steps:
For your second question, are you referring to a payment incorrectly created from a different company file? If so, you can follow these steps:
Please remember I'm here anytime you need further assistance with using QuickBooks. I'll be on a lookout for your response.
There's really no need to delete the payment in this case.
Instead, open it from the customer center (or any way you can access it) and then uncheck the invoices you checked check off the correct ones. And change the transaction date as desired.