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Jamman9
Level 2

How to delete a payment in "Customer Payment" in Desktop Pro Plus 2023

I’m trying to remove/delete a payment but QB won’t let me. I get a pop up that says “ You need to delete this payment from the deposit before you can delete the transaction itself, or edit its name or amount.” The customer balance is 0.00. This payment has not been deposited but it shows up in “A/R Aging Summary” as a -827.00 (negative 827.00) How can I remove this? Thank you.

QB Desktop Pro Plus 2023, I think the Plus stands for plus problems.

2 Comments 2
Adrian_A
Moderator

How to delete a payment in "Customer Payment" in Desktop Pro Plus 2023

Let's delete the payment on the bank register to get rid of the error, Jamman9.

 

Here's how:

 

  1. Click Lists at the top menu bar.
  2. Click Chart of Accounts.
  3. Double-click the account.
  4. Double-click the deposit.
  5. If you want to delete a specific payment, select it from the list.
  6. Now click the Edit tab at the top menu bar.
  7. Select Delete Deposit.

 

For further details about deposits, you can also check this article: Deposit customer payments.


Let me know if you have any other questions about deposits. I'm always here to help you.

Jamman9
Level 2

How to delete a payment in "Customer Payment" in Desktop Pro Plus 2023

Thank you,

The payment never made it as a deposit. It's stuck in A/R. I did a work around.

Thanks for the help

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