I somehow mistakenly documented an invoice payment as a sales receipt. How can I change this?

Hello there, Leslie.

To accurately record your invoice payment, first, delete the sales receipt that was recorded incorrectly. Then, accept or receive the payment and ensure it is associated with the correct invoice.

Here's how to delete the sales receipt:

1. Go to the Sales menu and select the Customer tab.
2. Locate the customer name and click it.
3. Look for the dropdown option, then choose Delete.

After you delete the sales receipt, you should record the invoice payment.

Here's how:

1. Click +New, then select Receive payment.
2. Click the dropdown menu to choose the appropriate customer.
3. Check the Payment Date, Payment Method, Reference number and Bank Account.
4. Put a checkmark for the correct invoice.
5. Enter the payment amount, then select Save and Close.

For additional guidance on receiving and recording invoice payments in QuickBooks Online, please refer to this comprehensive article: Record invoice payments.

After recording the payment, I included an article on how to reconcile your accounts so that you can match your bank and credit card statements: Reconcile an account in QuickBooks Online.

Did you know you can get personalized assistance and expert guidance for all your reconciliation needs? Consider exploring our QuickBooks Live Expert Assisted team, where you can connect with professionals who can help you navigate the reconciliation process effectively.

Feel free to leave comments if you need further assistance managing your sales receipt and invoice payment in QuickBooks. The Community is always here to provide prompt and helpful responses.