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Senior Explorer **

Change a Payment to a Sales Receipt

I entered a check from a customer as a payment that should have been entered as a sales receipt. Is there anyway to change this after it's been deposited? Should I just delete the deposit, delete the payment, re-enter it as a sales receipt and then re-record the deposit? 

5 Comments
QuickBooks Team

Re: Change a Payment to a Sales Receipt

Good day, MandyAZPCP.

 

While we can't convert a check to sales receipt, you can delete the transaction and the deposit. Then, re-enter it as a sales receipt and deposit it to the right account. Just make sure to create a backup copy before deleting the transactions just to make sure everything is covered. 

 

Feel free to visit these guide articles for additional references: 

 

Please click the Reply button below if you have follow-up questions. 

Senior Explorer **

Re: Change a Payment to a Sales Receipt

I have tired to do this with an ACH payment done online as an E-Check. I have a couple customers who like to pay ahead of time before they are invoiced and they pay online.  I can delete the payment and record it as a sales receipt however when I go back into record merchant service deposits the payment I moved shows back up as though it was never recorded, like it's a new payment. How can I get it not to show back up in the record merchant service deposits?

QuickBooks Team

Re: Change a Payment to a Sales Receipt

Thanks for getting back to us, @MandyAZPCP.

 

Allow me to step in and help you remove the payment from the merchant service deposits.

 

You'll need to log in to your merchant account and void or delete the payment from there. This way, it'll not show when on the Record Merchant Deposit screen.

 

On the other hand, you can receive the payment to record it as a credit and link it once you've created an invoice. Here's how to receive the payment:

 

  1. Go to Customers.
  2. Select Receive Payments.
  3. Fill out the necessary information.
  4. Click the Credit/Debit box.
  5. Enter the card information.
  6. Click Done.
  7. Hit Save and Close.

Once done, the payment will be recorded as a prepayment and you can use it as a credit to apply to invoice.

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help.

 

That's it! Please let us know if you have any other questions about merchant service deposits. We're always here to help.

Frequent Explorer **

Re: Change a Payment to a Sales Receipt

What about when a customer sends a payment online, there is no way for them to enter it as a sales receipt they all come through as payments. If I delete the payment and enter it as a sales receipt then the payment keeps showing back up in the Make Merchant Services Deposit as a new payment. Is there a way to stop the payment from showing back up in the Make Merchant Services Deposit window? I don't want to accidentally record the payment twice. (I am using the Intuit Merchant Services.)

QuickBooks Team

Re: Change a Payment to a Sales Receipt

Hello @kjkeenan,

 

Let me route you to the best help available so someone can privately review your account and get your concern on your payments transactions addressed.

 

Here in the Community, we don't have a direct view of your account for security reasons. Thus said, I'd recommend contacting our Merchant Services Team.

 

They can pull up and look into your account in a secure environment and explain how you can manage your payments transactions so it won't appear again.

 

To contact our dedicated support, you can check out this article for their phone numbers: Which Payments Product Do You Need Help With?

 

Lastly, here's an article you can read for your future reference: QuickBooks Payments.

 

Please let me know in the comment section below if you have any other questions. I'll be always around to help.