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How do I clear/delete undeposited funds from the bank deposit?

 
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Best answer 10-15-2018

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Super Contributor *

You can delete the deposit.  That will unlink the payment...

You can delete the deposit.  That will unlink the payments and you can modify the payments from there to whatever bank acct you wish.
3 Comments
Super Contributor *

You can delete the deposit.  That will unlink the payment...

You can delete the deposit.  That will unlink the payments and you can modify the payments from there to whatever bank acct you wish.
Not applicable

Re: You can delete the deposit. That will unlink the payment...

I cannot delete a deposit, or a payment from a deposit that is waiting to be recorded. If I deposit the funds and then delete the deposit, it puts the payment back into the "Record Deposits" status. I cannot delete the payment until the deposit has been deleted, and there is no way to delete the deposit. If I try to void the deposit, it just makes a zero voided deposit and leaves the one I am trying to delete in the system.

QuickBooks Team

Re: You can delete the deposit. That will unlink the payment...

I have a way to clear the transaction, EileenHess.

 

You'll want to edit the Deposit to account of the recorded payment. This removes the transaction that shows up in the bank deposit section.

 

Here's how:

  1. On the left panel, click Sales and select Customers.
  2. Click the customer's name and look for the payment.
  3. In the Receive Payment page, change the account from the Deposit to drop-down list to any bank account.
  4. Click Save and close.

When you go back to the Bank Deposit page, you will no longer see the payment. 

 

 

To know why some payments go to the Undeposited Funds account, you can check this article: Deposit payments into the Undeposited Funds account in QuickBooks Online.

 

If you have other questions or concerns, please don't hesitate to ask. Have a great day!

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