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Level 1

about delite payment because I put it wrong date and i applied to wrong invoices

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!

Grace

 

2 Comments
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Moderator

about delite payment because I put it wrong date and i applied to wrong invoices

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:

 

  1. Click the Customers tab at the top menu bar.
  2. Select Customer Center.
  3. Go to the Transactions tab.
  4. Select Invoices.
  5. Choose the date of your choice.
  6. Double-click the invoice.
  7. On the right side of the screen, go to the Transaction tab (see screenshot below).
  8. Below Related Transactions, click Payment.
  9. Click Delete.
  10. Click OK.

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:

 

  1. Click the Reports tab at the top menu.
  2. Select Accountant & Taxes.
  3. Click Audit Trail.

For your second question, are you referring to a payment incorrectly created from a different company file? If so, you can follow these steps:

 

  1. Switch to the different company file.
  2. Click the Customers tab at the top menu.
  3. Select Customer Center.
  4. Go to the Transactions tab.
  5. Select Received Payments.
  6. Double-click the payment.
  7. Click Delete.
  8. Click OK (it only shows if its link to an invoice).
  9. Click Save & Close.

Please remember I'm here anytime you need further assistance with using QuickBooks. I'll be on a lookout for your response.

Highlighted
Anonymous
Not applicable

about delite payment because I put it wrong date and i applied to wrong invoices

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.

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