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Deposit and Invoices


I need some help with my invoices and the deposit payments screen. The payments have already been made but I recorded them wrong. I need some help fixing them without changing the amount of money in the account. 

1 Comment

Re: Deposit and Invoices

Let's correct your deposits so your data in QuickBooks will be accurate, Greenscapes.


We can always go back to the deposit and correct the details. We can do it in two ways, we can go to your Chart of Accounts or in the Make Deposits page.


Through Chart of Accounts

  1. Click Lists at the top menu and select Chart of Accounts.
  2. Double-click the affected bank account.
  3. Double-click the deposit. It will open the Make Deposit page.
  4. Correct the deposit details.
  5. Click Save & Close.
  6. Select Yes to confirm the action.

Through the Make Deposits page

  1. Click Banking at the top menu and select Make Deposits.
  2. Click the Previous option to look for the existing deposit.
  3. Update the incorrect details.
  4. Click Save & Close.
  5. Select Yes to confirm the action. Use the screenshot as your guide.

We can also use the Audit Trail report to look for the deposit and correct it:

  1. Click Reports at the top menu and select Account & Taxes > Audit Trail.
  2. Change the date range and click Refresh.
  3. You can also add filters by clicking the Customize Report button.
  4. Go to the Filters tab and search Transaction Type 
  5. Select Deposit in the Transaction Type field and click OK.
  6. Double-click the deposit and update the information.
  7. Click Save & Close and elect Yes to confirm the action.
    Capture 1.PNG

You can also add details of what information you want to correct. I'd be glad to help you more with this.