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BenTam
October 21, 2018
Solved

Delete a payment

  • October 21, 2018
  • 1 reply
  • 13 views

I want to know how to delete a payment to an invoice?

TIA

    Best answer by JamesDuanT

    Hello Ben,

     

    In addition to Lynda's answer, here's how you can view the deposit payment for the said invoice:

     

    1. Open the affected invoice.

    2. There are two tabs on the right-panel of the Create Invoices window.

    3. Go to the Transaction tab.

    4. Under RELATED TRANSACTIONS, it will show the deposit you use as the payment.

    5. Click the deposit transaction. It will open the Make Deposits window.

    6. Click Edit at the top menu, and select Delete Deposit (Ctrl + D).

    7. Click OK to confirm the action.

     

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

     

    I'll be around if you need more assistance with this.

     

    1 reply

    lynda11_2
    lynda11_2
    Level 5
    October 21, 2018

     Good evening @BenTam:

     

    Get the Customer payment window open on the screen.  On the top toolbar you should see a delete button.   Now  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, save and close.  Then Delete the payment.

     

    i hope that helps, if not, feel free to ask more questions.

     

    lynda

    B
    BenTamAuthor
    October 22, 2018

    Thanks for your reply.

     

    I follow your way and get the message "You need to delete this payment from the deposit before you can delete the transaction itself..." However I fail in finding the deposit record for this payment.

     

    Could show me how to see the deposit record for such payment?

    M
    Maybelle_SQuickBooks Team
    QuickBooks Team
    November 12, 2020

    When I click More from they payment and hit delete it sends me an error message

     

    "Somethings not quite right!

    This transaction has been deposited.  If you want to change or delete it, you must edit the deposit it appears on and remove first."

     

    Am I doing something wrong or do I need to do something else before I delete the payment?
     
    If I need to edit the deposit - how do I find the deposit? 
     
    Thank you,
    Shannon 

    Thanks for getting back to us, @Sstoro.

     

    Before deleting the payment transaction, we'll need to remove it first from the deposit account.

     

    Here's how:

    1. Go to the Accounting menu, and then choose the Chart of Accounts.
    2. Choose the account you want to run, and then select View register. This will let you view all the sales receipts and payments connected to the deposit.
    3. From there, remove the checkmark from payments you want to delete. This will remove the transactions from the deposit.
    4. Click Save once done.

    You can identify if the transaction was already reconciled if it has the letter R in the Reconciliation box before making changes. Make sure you add it back in order not to encounter any errors the next time you reconcile.

     

    I'm also adding here some resources that you can check out about managing sales transactions in QBO for future reference: 

    Don't hesitate to drop a comment below if you have other questions. I'm more than happy to help. Take care!

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