Deleting deposits

Let me give you some insights about deleting a deposit, @I am here.

It seems like you're trying to delete the invoice/sales receipt from the Undeposited Funds instead of the deposit.

The error message occurs when you’re attempting to delete an invoice/sales receipt transaction with a deposit attached to it. You'll need to select the Deposit to delete it.

Here’s how to delete a deposit:

1. Click on the Gear icon.
2. Select Chart of Accounts.
3. Choose Undeposited Funds and click View register.
4. Under the Ref No. and Type column, select the deposit.
5. Click Delete.
6. Select Yes.

Once done, all the payments in that deposit return into Undeposited Funds. 

Then, you can change the account where you deposited the invoice payment and sales receipt. Just open the transaction and select an account from the Deposit to drop-down list.

You can also run the Deposit Detail report. This report shows all your deposits, with the date, customer or vendor, and amount.

Here's how:

1. Go to Reports.
2. In the Find report by name field, type in "Deposit Detail."
3. Specify the reporting period.
4. Then click Run Report.
   
   

Reach out to me if you have any other concerns.  I’m always here to help.

I followed those steps you mentioned. I still get the same message

I just tried doing that and I get the same message

Ok. I just tried deleting the entry 30 minutes later, and it seems to work now.

thank you

Hello there, @I am here!

Ideally, the deposits in your undeposited funds are associated with the deposits in your bank account. If you wish to delete them, we'll have to delete the deposit directly from your bank account register.

1. Go to Accounting.
2. Select your bank account.
3. Under ACTION, select View Register.
4. Locate the deposit with the $933.71 amount.
5. Select Delete.
6. Click OK.

In addition, here's an article you can read to learn more about how you can review your transaction in your bank register: Find, review, and edit transactions in account registers.

Lastly, I've got you these helpful articles for ideas about managing your account and related transactions: Reports and Accounting for QuickBooks Online.

Keep me posted in the comments if you have any other questions. I'll be here to lend a hand.

I need to delete a deposit, but there is no review button, I voided it, it is back in the to be deposited, I cant get rid of it, that is crazy. 

Hi @Garten,

I'll take care of this query for you.

I suggest you follow the steps provided by my peer @AlexV on this thread. If you already went through them and the issue persists, then I suggest you contact our Technical Support team for further assistance. They have the tools to remotely access your computer, with your permission, and investigate as to why you're unable to delete a deposit transaction. 

Here's how:

1. Log in to your QuickBooks Online (QBO) company.
2. Click the Help menu.
3. Select Contact us.

Take a look at this article for more details: Record and make bank deposits in QuickBooks Online. It's a step by step guide on how you can record payments and combine them into a single deposit transaction to match your actual bank deposits. 

Don't hesitate to press the Reply button and leave a comment if you need anything else. I'll be sure to get back to you. 

Hello,

I am having the same issue. However, I tried your process and I guess I have an different version. 

I can help you in deleting the deposits, Deni 3.

The steps provided by my colleagues above are for QuickBooks Online. If you're using QuickBooks Desktop, you can open the Undeposited Funds account in your Chart of Accounts. Then, delete the transaction from there. Here's how to do it:

1. Go to the Lists menu.
2. Choose Chart of Accounts.
3. Locate and then double-click the Undeposited Funds account to open it.
4. Find and then right-click the appropriate transaction.
5. Choose Delete Deposit.
6. Select OK to confirm the changes.

I'm also adding this article to learn more about the different ways in tracking customer payments in QuickBooks Desktop: Get started with customer transaction workflows.

Feel welcome to leave a comment below if you need more help in handling your other transactions. I'm always here to back you up.

Thank you !