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How can i reverse a customers payment from cash and put credit card

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QuickBooks Team

How can i reverse a customers payment from cash and put credit card

Hi there, dreamcleantriad-.


I'm glad to see you posting your concern here in QuickBooks Community. I'll provide different steps on how you can reverse a customer's payment from cash and change or put a credit card.


If the Cash payment was recorded incorrectly, you can delete this entry and enter the payment again as a credit card payment.


Here's how to delete:


  1. Click the Sales menu at the left panel.
  2. Choose the All Sales section.
  3. Locate the payment and double click it opens the Receive Payment window.
  4. Click the More button. Then, choose Delete.
  5. You'll be prompted with This transaction is linked to others. Are you sure you want to delete it? Click Yes to confirm the deletion.





Once done, you can now re-enter the payment and use the Credit Card as a payment method. To see the detailed steps, you can click this article: Record invoice payments in QuickBooks Online.


However, if you don't want to delete the recorded cash payment, I'd suggest unlinking the payment made to an invoice. This way, the transaction will show as open again and you can record the CC invoice payment to tag the invoice as close.


Follow these steps to unlink:


  1. Click Sales menu at the left panel.
  2. Choose the Customers section.
  3. Select the customer name. Then look for the invoice under Transaction List and double-click the transaction to open the Invoice page.
  4. Click the Payment made link in the invoice. Then, click the Date link.
  5. In the Receive Payment window, unchecked the invoice to mark it as open again.
  6. Hit Save and close.






After that, you can now enter a newly received payment transaction and use CC as a payment method. You can click the article provided above to see the steps.


Please refer to this article to view information on how the Sales page gives you a great at-a-glance view of the status of sales transactions, open invoices, and paid invoices: View sales transactions.


Please let me know if you need further assistance. I'll keep my notifications open. Stay safe and well!

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