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cindy126
Level 1

How do you change a sales receipt to a payment in a deposit?

 
2 Comments 2
Test2Go
Level 6

How do you change a sales receipt to a payment in a deposit?

What do you mean by payment in a deposit? Advanced payment?

RCV
QuickBooks Team
QuickBooks Team

How do you change a sales receipt to a payment in a deposit?

Thanks for checking in with us, cindy126.

 

If you are trying to edit a payment that has already been deposited, payment or sales receipt that is part of a deposit can’t be edited. However, we can correct the payment or sales receipt by removing them from the deposit, edit it, then add it back to the original deposit. To remove the payment or sales receipt, follow the steps below: 

  1. Click the Gear icon on the top menu. 
  2. Choose Chart of Accounts
  3. Find the deposit account, and in the Action column, tick View register
  4. Locate the deposit amount and whether it has a letter "R" in the Reconcile box. 
  5. Go to the deposit, then Edit. This will give you the list of sales receipts and payments connected to the deposit. 
  6. Remove the checkmark from the incorrect payment or sales receipt. This will remove the transactions from the deposit. 
  7. Press Save & Close, then Yes confirm your changes. 

 

Then, to edit the payment, see the steps below: 

  1. Click on the deposit from the register; this will open the Deposits screen.
  2. Tap the Name on the unchecked payment and it will take you to the Receive Payment or Sales Receipt screen where you can now correct.
  3. After you correct it, press Save.
  4. Click Yes to the message, “The transaction you are editing is linked to others. Are you sure you want to modify?”

 

To replace the payment or sales receipt in the deposit:

  1. In the deposit, click on the box to the left of the Payment column of the corrected payment or sales receipt to add the checkmark. This will add the amount to the deposit.
  2. Press Save.
  3. Click Yes to the message, “The transaction you are editing is linked to others. Are you sure you want to modify?”
  4. Check to be sure that the Reconcile box in the register has an R in it or not as before.
  5. Make sure the deposit balance is correct.

 

Also, here's an article you can read to learn more about how you can review your transaction in your bank register: Find, review, and edit transactions in account registers. Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.

 

Please update us on the result of this troubleshooting in the comment below. I'd like to ensure this is resolved for you. You have a good one.

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