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Hi there, @gemma13.
Thank you for sharing the results after following the suggestion discussed by my colleague in the thread. I'm here to help ensure you're able to delete the payment in QuickBooks Desktop.
Yes, and you're on the right track. Deleting the deposit from the account register is the first step in accomplishing tasks related to deleting a payment. Since the message is still saying you need to delete the payment, let's perform a few troubleshooting to determine why and resolve it accordingly.
Make sure to create a backup copy of your company data before following the steps below:
A. To Rebuild Data
B. To Verify Data
Here's a link you can read to learn more about the troubleshooting steps: How to Fix Possible Data Damage on your Company File in QuickBooks Desktop?.
However, we may need to continue our troubleshooting steps if the tool above didn't perform any changes. Use this link for reference: Run Quick Fix my Program from the QuickBooks Tools Hub.
I'm adding these articles with the helpful topics you can use while recording the common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop. Also, you're able to read subtopics that will describe how a feature is used and how to accomplish tasks related to its functions.
It'll always be my pleasure to help if you've got additional questions about invoices and payments in QuickBooks. Use the Reply option below and surely I @JonpriL, will be here ready to assist you.
Thank you, I will try this soon. It turned out, that all the invoices i manually created and applied payments to, are doubling my income. As of this morning, i found out that i needed to link transactions. Although, this will appear difficult now given this has been ongoing since January and most deposits are made in bulk deposit slips.
To fix this issue and clean up my total revenue, i intend to reverse/delete every invoice and payment made since the beginning of the year. Any helpful tips?
Is the payment then going back to the bank feed?
I appreciate you for joining the thread, @imhershel.
In QuickBooks Desktop (QBDT), the bank feeds allow you to link your bank and credit card accounts to online banking. If you've synced your online bank account in QBDT, the payments will reflect there.
To help you categorize and match your bank feeds transactions automatically in QBDT, you can read this article: Create rules to categorize transactions in QuickBooks Desktop. It contains information about switching through three banking modes that handle transactions differently.
Please don't hesitate to return to this thread if you have additional questions about receiving payments. We'll be glad to answer each of them. Have a nice day!
Thanks, @JaeAnnC, for the reply,
But I meant to ask, after I delete a payment, where can I see that transaction and assign it to a different invoice?
Hi there, @imhershel.
I'm here to ensure you can apply the payment to the correct invoice.
In deleting the invoice payment, you also have to delete the deposit made. By doing this, you can reapply and deposit it to the correct invoice.
Here's how to delete the deposit:
After that, you can re-apply the invoice payments and deposit them to the correct invoice. For more detailed instructions, see this article: Record an invoice payment.
For future tasks, you can run the Transaction List by Customer report to view all the received payments linked to an invoice. To learn more about handling QBDT reports, please check these handy articles:
Please let me know if you have other concerns. We're always here to assist your further. Take care and have a good one!
I don't see the two tabs next to the "create invoice" or when I open the affected invoice.
I have the online version thx
Hello, @rzarabi.
Can you tell me more about the tabs that you're trying to access? That will surely help us provide an accurate solution to the concern that you're having.
You can click the Reply button below to add more details.
I'm looking forward to hearing from you soon! Take care and have a wonderful day!
Hello,
When I open the affected invoice and go the transaction tab I selected the payment under related transaction it takes me back to the customer payment screen. When I click edit and delete transaction I get an error message "you need to delete this payment from the deposit before you can delete the transaction itself"
Please help any advice is greatly appreciated.
Hi there, @amnevarez.
Allow me to dive into this thread to assist you. I'll explain your concern about the affected invoice in the payment transaction. When you click edit and delete a transaction, you'll get an error message: "You need to delete this payment from the deposit before you can delete the transaction itself."
When you delete a payment from a deposit, you need to remove it from the Deposit first before deleting the individual payment. This is a security measure to prevent accidental or incorrect deletion of transactions.
So, the first thing you need to do is to open the invoice:
Here is a photo for your reference:
In case you need to fix payments that have been deposited or reconciled already without affecting your reconciliation, check out this article: Correct customer payments that have been deposited or reconciled.
Feel free to reach out if you need help with your invoices or anything else. I'm always happy to assist in any way I can. Have a great day!
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