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Jsellers
Level 1

Desktop- Received payments

How do you edit the date on a received payment? In Desktop 2015. Thanks in advance

Solved
Best answer January 04, 2021

Best Answers
Rubielyn_J
QuickBooks Team

Desktop- Received payments

Let me guide you delete the received payments in QuickBooks Desktop, @Jsellers.

 

To start, open the Customer payment window on the screen. On the top toolbar, you should see a delete button. If you get a warning saying you must delete it from the deposit first, you will need to delete the payment from the deposit first. Then click the save and close button. After, delete the payment. 

 

Additionally, to view the deposit payment for the said invoice:

  1. Open the affected invoice.
  2. Go to the Transaction tab on the right panel of the Create Invoices window.
  3. Under RELATED TRANSACTIONS, it will show the deposit you use as the payment.
  4. Click the deposit transaction. It will open the Make Deposits window.
  5. Select Edit at the top menu, and then choose Delete Deposit.
  6. Click OK to confirm the action.

After deleting the deposit, it will open the invoice again.

 

For future reference, you may check out these articles:

The Community will always have your back if you need a hand with QBO related issues. Assistance is just one post away. Have a nice day ahead.

 

View solution in original post

4 Comments
BigRedConsulting
Community Champion

Desktop- Received payments

Double-click the payment from a register or report or perhaps the customer center to open it.  Change the date and then save it.

Jsellers
Level 1

Desktop- Received payments

Hey. Thanks for that but i actually wrote the wrong thing. I need to delete a payment received and have it still show outstanding. Thanks for any help

Rubielyn_J
QuickBooks Team

Desktop- Received payments

Let me guide you delete the received payments in QuickBooks Desktop, @Jsellers.

 

To start, open the Customer payment window on the screen. On the top toolbar, you should see a delete button. If you get a warning saying you must delete it from the deposit first, you will need to delete the payment from the deposit first. Then click the save and close button. After, delete the payment. 

 

Additionally, to view the deposit payment for the said invoice:

  1. Open the affected invoice.
  2. Go to the Transaction tab on the right panel of the Create Invoices window.
  3. Under RELATED TRANSACTIONS, it will show the deposit you use as the payment.
  4. Click the deposit transaction. It will open the Make Deposits window.
  5. Select Edit at the top menu, and then choose Delete Deposit.
  6. Click OK to confirm the action.

After deleting the deposit, it will open the invoice again.

 

For future reference, you may check out these articles:

The Community will always have your back if you need a hand with QBO related issues. Assistance is just one post away. Have a nice day ahead.

 

View solution in original post

Jsellers
Level 1

Desktop- Received payments

Thank you!! Happy New Year

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