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How to I delete unapplied cash credits? The customer should not be getting them.

 
2 Comments
QuickBooks Team

How to I delete unapplied cash credits? The customer should not be getting them.

Thank you for posting here in the Community, @shelleyb1962.

 

Let me provide some information about deleting unapplied cash credits and help you from there.

 

The unapplied cash payment income account is automatically created by Quickbooks for cash-basis reporting and cannot be deleted or changed. The IRS requires this account for proper reporting of "Constructive Receipt Income."

 

You can delete the unapplied cash credits from the Unapplied Cash Payment account. Here's how:

 

  1. Click Accounting from the left menu, select Chart of Accounts.
  2. Type in Unapplied Cash Payment in the search bar. 
  3. Under the Action column, hit Run report link. 
  4. Set the Report period where the payments belong. 
  5. Choose Transaction Type for the Group by filter. 
  6. Hit Run report
  7. Locate the payment (credit) and select the Payment link. 
  8. On the Receive Payment window, hit the More button at the bottom. 
  9. Select Delete, then Yes to confirm. 
  10. Then, repeat steps 7-9 for the rest of the credits.

To give you information about how unapplied payments work in QuickBooks Online (QBO), take a look at these articles:

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

QuickBooks Team

How to I delete unapplied cash credits? The customer should not be getting them.

I'm here to ensure everything is clear, @shelleyb1962.

 

Have you successfully delete the unapplied cash credits after following the steps I provided? If you need more clarification on this, just leave a comment below. I'll be sure to get back to you.

 

Wishing you all the best.

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