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Level 1

changing a received payment amount that has been posted

How do I change the amount of payment received after it has been posted??

5 Comments
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Community Champion

changing a received payment amount that has been posted

You probably included the payment in a deposit. That's the usual problem preventing edit of a payment. Remove the payment from the deposit it is in, then you can edit.

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Level 1

changing a received payment amount that has been posted

Thank you for your reply!!  Actually, I received the payment for the amount of the invoice but the check was accidently shorted by $4 and it wasn't realized until after receiving the payment as paid in full.  Next step(s)??  Thank you.

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Content Leader

changing a received payment amount that has been posted

Hello and welcome to the Community, @ADUser.

 

It would be my pleasure to help you change the amount of a received payment. Check out the steps below to get started:

 

Change Received Payment Amount

  1. From QuickBooks Online, navigate to the Sales tab. Select the Customers section.
  2. Find the customer whose payment needs changed in the list, and click on their name.
  3. Click the payment you'll be changing to open it. Use the filter (funnel icon) if you need help locating it.
  4. On the Receive Payment screen, find the Invoice that was paid with this transaction and change the amount in the Payment field.
  5. Click Save and close.

This video gives a brief overview of the process:

 

 

The instructions here will allow you to change the Payment amount like a champ. You can also edit transactions directly from the register if you find it easier. Please be sure to let me know if there's anything else I can do for you. Thanks for reaching out, wishing you a wonderful weekend ahead.

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Level 2

changing a received payment amount that has been posted

Can I change a received payment from going into Accounts Receivable to Undeposited from the Sales - Customers column?

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Moderator

changing a received payment amount that has been posted

In an accounting preference, recording a transaction always affects 2 or more accounts, Loren62.

 

For invoice payments, it will decrease the Accounts Receivable of the customer. Meanwhile, it increases the Undeposited Funds account or your bank.

 

In QuickBooks Online, you won't be able to directly edit the received payment under Sales (Customers). You'll need to open the received payment to change the account in the Deposit to field. 

 

Make sure to save the changes after editing the received payment. Have a great day!

 

 

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