How do I revert an edit on a linked transaction on an invoice?

Hi there, @Trueburton. I've got you covered, and I'll ensure you can re-link the payments to their appropriate invoices in your project here in QuickBooks Online (QBO).

To make sure everything is in order, you can remove the payments for those invoices. This way, you won't be confused when you re-link them to your invoices. I'll gladly input the steps below so you can proceed. To begin, here's how:

1. Access your QuickBooks Online company.
2. On the left navigational bar, go to the Projects tab.
3. Select the project, and then go to the Transactions section.
4. Double click on the invoice, and then click the Payment made hyperlink under the Payment Status in your invoice.
5. uncheck the invoice payment in the Outstanding Transaction section.
6. Once done, click Save and close.

You'll now see open invoices in your project's transaction section. Proceed to re-link the invoice payment by clicking your invoices and receiving payment. This time, ensure you're re-linking the appropriate invoice payments to the correct invoice. You can take note of the invoice number and the amount to avoid confusion when receiving the payment.

To start linking the payments, here's how:

1. Access your QuickBooks Online company.
2. On the left navigational bar, go to the Projects tab.
3. In the Transactions section, open the invoice one at a time.
4. Click Receive payment, and then check the box beside the appropriate invoice payment. A reminder, see the invoice number and amount to ensure it's correct.
5. Repeat the steps on your second invoice.
6. Once done, click Save and close.

In addition, I've got you this article to help you track the profitability and cost of the project: Track hourly labor costs and profitability by project in QuickBooks Online.

You can also check this page in case you'd like to add existing invoices to your project in QBO: Add existing invoices to QuickBooks Online Projects.

It's been a pleasure to have you in the Community today, @Trueburton. In case you have any additional QuickBooks-related concerns. Don't hesitate to get back to me by clicking the REPLY button. Take care, and enjoy the rest of the week! 

Thanks, That was very easy. I talked to tech support on the phone and they couldn't figure it out and said someone will call me back later but never did. Very frustrating for the amount of money I pay for this program.

I totally understand how you feel about your experience, Trueburton.

I'll share your sentiments with the relevant department, so they can take action to improve our services. If you have any other concerns, feel free to go back to this thread. Take care!

I generated a second invoice for a job and the linked transaction had been paid for on the first invoice. Some how it let me link it again but it took the transaction out of the first invoice leaving an unbalanced amount in the account. I now have a credit on the customers account. The payment was already made 4 months ago and I tried to create/ merge the "job" to the contractor "customer" It did not merge properly.  I have invoices that need to go into the correct "Job" under the customer/ Contractor but still need to remove the open credit from the actual payment and get the account to go back to Zero on the customers account.  Any help would be appreciate to get rebalanced. 

Greetings Promise3,

I understand how your situation slows down your business tasks. I'm here to ensure you'll get past this. So, you can get back to working order.

To make the necessary changes, all you need to do is open the invoice and edit it accordingly. Once you've made the required adjustments, the invoice will display the balance due and the amount of payment made.

Please note that the best time to add existing invoices to projects is before they’re linked to a payment.

Here’s how to add an unpaid invoice:

1. Go to Sales and select Invoices.
2. Find and select the unpaid invoice.
3. Select Edit invoice.
4. Select the Customer ▼ dropdown. Then select the project.
5. Select Save.

To re-enable the setting for paid invoices, simply repeat the same steps. Add the paid invoice to the project, and then reconnect the payment to the invoice.

Additionally, you might find it helpful to check out this article to get more information: Add existing invoices to projects in QuickBooks Online.

After completing the payment process, you can find the balance due and the payment amount at the top right corner of the Invoice page.

If you require any further guidance or have any questions about QuickBooks Online, don't hesitate to ask. Our team is available 24/7 to provide you with the support you need.