Thank you, I will try this soon. It turned out, that all the invoices i manually created and applied payments to, are doubling my income. As of this morning, i found out that i needed to link transactions. Although, this will appear difficult now given this has been ongoing since January and most deposits are made in bulk deposit slips. 

To fix this issue and clean up my total revenue, i intend to reverse/delete every invoice and payment made since the beginning of the year. Any helpful tips? 

Is the payment then going back to the bank feed?

I appreciate you for joining the thread, @imhershel.

In QuickBooks Desktop (QBDT), the bank feeds allow you to link your bank and credit card accounts to online banking. If you've synced your online bank account in QBDT, the payments will reflect there.

To help you categorize and match your bank feeds transactions automatically in QBDT, you can read this article: Create rules to categorize transactions in QuickBooks Desktop. It contains information about switching through three banking modes that handle transactions differently.

Please don't hesitate to return to this thread if you have additional questions about receiving payments. We'll be glad to answer each of them. Have a nice day!

Thanks, @JaeAnnC, for the reply,

But I meant to ask, after I delete a payment, where can I see that transaction and assign it to a different invoice?

Hi there, @imhershel.

I'm here to ensure you can apply the payment to the correct invoice.

In deleting the invoice payment, you also have to delete the deposit made. By doing this, you can reapply and deposit it to the correct invoice.

Here's how to delete the deposit:

1. Open the invoice transaction in question.
2. On the right panel of the Invoice window, select the Transaction tab.
3. Under RELATED TRANSACTIONS on the right pane, it will show the deposit you used as the payment.
4. Click the deposit transaction (it will appear in the Make Deposits window).
5. Choose Edit at the top menu.
6. Select Delete Deposit (Ctrl + D).
7. Click OK to confirm.

After that, you can re-apply the invoice payments and deposit them to the correct invoice. For more detailed instructions, see this article: Record an invoice payment.

For future tasks, you can run the Transaction List by Customer report to view all the received payments linked to an invoice. To learn more about handling QBDT reports, please check these handy articles:

• Customize reports in QuickBooks Desktop
• Create, access and modify memorized reports

Please let me know if you have other concerns. We're always here to assist your further. Take care and have a good one!

I don't see the two tabs next to the "create invoice" or when I open the affected invoice.

I have the online version thx

Hello, @rzarabi.

Can you tell me more about the tabs that you're trying to access? That will surely help us provide an accurate solution to the concern that you're having.

You can click the Reply button below to add more details.

I'm looking forward to hearing from you soon! Take care and have a wonderful day!

Hello,

When I open the affected invoice and go the transaction tab I selected the payment under related transaction it takes me back to the customer payment screen. When I click edit and delete transaction I get an error message "you need to delete this payment from the deposit before you can delete the transaction itself"

Please help any advice is greatly appreciated.

Hi there, @amnevarez.

Allow me to dive into this thread to assist you. I'll explain your concern about the affected invoice in the payment transaction. When you click edit and delete a transaction, you'll get an error message: "You need to delete this payment from the deposit before you can delete the transaction itself." 

When you delete a payment from a deposit, you need to remove it from the Deposit first before deleting the individual payment. This is a security measure to prevent accidental or incorrect deletion of transactions.

So, the first thing you need to do is to open the invoice:

1. Then click Deposit.
2. In the deposit window in the amount column, you need to zero out the amount.
3. Then Save and Close.

Here is a photo for your reference:

In case you need to fix payments that have been deposited or reconciled already without affecting your reconciliation, check out this article: Correct customer payments that have been deposited or reconciled.

Feel free to reach out if you need help with your invoices or anything else. I'm always happy to assist in any way I can. Have a great day!