A check from a customer was deposited via our bank app. The person who deposited the check typed in an incorrect amount. The bank made a correct entry. When I saw the transaction come through, I didn't know what it was, so I posted it to Other Income. Now I see that it should've been applied to a customer invoice. How do I change it? If I change the account to Accounts Receivable, I still can't apply it to the invoice. I tried calling QB Support but they didn't have a clean way to do it. Thank you so much!
Simply go Delete the Deposit in the Bank Register.
You said the payment had not been applied to the Invoice, so simply go to Customer > Receive Payment and apply it to the correct Invoice. Then go to Undeposited Funds like you normally would and make the Deposit. Just be sure to use the original Date the check was received and the Date it was Deposited (if different).
Thank you so much for the advice. I think I did it correctly. And what QB help was telling me to do (create a journal entry, etc.). If I need further assistance, can I respond back?
Glad it worked out.
I've heard from various people over the years that Journal Entries are a last resort. There are some times you may not have a choice (which is why JE exist). But in your case there is no reason not to just fix the actual transactions so they are in QBs correctly.