Editing Customer name on a Received Payment

CoolRobins · ‎March 30, 2021

Hello, I have been on the phone with QuickBooks and have been using the chat to get some help, but cannot find anything. I will start at the beginning. I received a check from a customer, and entered into "Receive Payments". However, this is going to be refunded to customer, so QuickBooks creates a check. I have already deposited and reconciled for this entry. My problem is that I did it to the wrong customer. All I want to know is if there is any way that I can just change the customer on this? I am needed help because they are already reconciled, and it wont let me change anything without just deleting it. So is there a way to just change the customer on that deposit, and also the check it created to refund to customer? Or will I have to delete the entry, and just redo each reconciliation up to that point? (I reconcile every week, so this would be a pain).

If anyone knows a way that I can change the customer to a already deposited payment, and also that check that Quickbooks wrote for the refund. Even after the reconciliation? If not, what is my other option in order to fix this error.

Thank you so much

Rubielyn_J · ‎March 30, 2021

Thanks for letting us know about your concern, @CoolRobins.

I see how important it is for you to have an option to edit the customer’s name when making payment deposits. You can delete and recreate the transaction to fix this and then reconcile it again.

Here's how to enter the check as an invoice payment:

Select the Customers menu, and then choose Receive Payment.
In the Received From drop-down menu, select the customer's name.
Enter the Amount received.
Make sure the date is correct, then choose the Check as the Payment method.
Choose the invoice or invoices you'd like to pay.
Lastly, click Save & Close.

Additionally, I've added this resource to help you create a refund check in QuickBooks Desktop. Then, you can start reconciling your account.

If you have other concerns, feel free to leave a comment below. It would be my pleasure to assist you further. Have a pleasant day

Rubielyn_J · ‎March 31, 2021

Hi, @CoolRobins.

Hope you’re doing great. I wanted to see how everything is going about editing customer names on an invoice payment concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

BigRedConsulting · ‎April 01, 2021

In order to change the customer on a payment that's been deposited, you have to first remove it from the deposit.

So, to do this

- Edit the deposit and delete the row for the problem payment. Save the deposit.

- Edit the payment and change the customer and save it.

- Edit the deposit again, click the Payment button, and then add the payment back to the deposit and save it.

This will not harm your reconciliation because you returned the cleared deposit to the original amount.

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Editing Customer name on a Received Payment