Modify Product/Service on Sales Receipt

Hi there, @luvlogistics. I understand that you need to change the product and service link associated with a payment link in QuickBooks Online (QBO).  Allow me to share insights into modifying a past Sales Receipt transaction and making changes for future transactions.

Currently, the option to directly change the product and service is unavailable. However, if you wish to proceed with providing the correct product and service to your customer, we recommend processing a refund for the original transaction. Once the refund is completed, you can create a new sales receipt with the accurate product and service information.

Here's more information on how to set up product and service items you buy and sell: Add product and service items to QuickBooks Online. 

I'm also adding these articles as your reference in tracking your inventory and financial reports:

• Change the account for a product/service item
• Run reports in QuickBooks Online.
  
  

You can always reach me here for all of your QuickBooks needs, including the sales forms. Thanks for coming to the Community. 

Thank you for your response. However, as mentioned in my original post, refunding the customer is not an option as we could not count on them to make good on the payment a second time. It doesn't make sense to have to refund a customer to change an accounting entry.

I understand the importance of modifying the sales receipt, luvlogistics.

As of now, this option is unavailable in QuickBooks Online. I'd suggest reaching out to our QuickBooks Payments Team to check if they have an option to change the items. They can securely access your account and provide accurate steps. 

For more details, please see this article: Change Product and Service Item Types in QuickBooks Online.

You can also check out this article for additional info about payment links: Accepting Payments in QuickBooks.

I can see how this functionality would be beneficial to your business. I suggest sending feedback. This helps us improve your experience and the features of the program. 

Additionally, I've included these resources that'll help you learn more about accepting electronic customer payments for online invoices and in-person sales. This way, you'll be able to track your sales record accurately.

• Take and Process Payments in QuickBooks Online
• Find out When QuickBooks Payments Deposits Customer Payments

Please let us know if you have other questions or concerns about managing customer payments in QuickBooks. I'm always here to help you out.