How can I change an Auto-generated Sales Receipt (made via a credit card through QB Online) to a Payment that I can then apply toward an open invoice? Thanks.

Thanks for visiting us here in the Community @tgrace_99-yahoo-. I’ve come to provide a solution for tracking sales receipts via a credit card account.

In this case, you'll have to manually record sales receipts. The first thing to do is to delete the sales receipts from QBO.

Here’s how:

1.  Go to Sales receipt and click All Sales.
2.  Find the Sales Receipt you want to delete.
3.  Click the dropdown arrow below Action
4.  Lastly, click Delete.

To record sales, let’s create a bank deposit. This way, you’ll be able to track them in your books.

1.  Select + New.
2. Choose bank deposit.
3.  From the Account ▼ dropdown, choose the affected account.
4.  Enter the exact amount.
5.  Select Save and close or Save and new.

You can also use this link if you need to combine multiple transactions.

Lastly, let’s record payment by heading + New icon.

1. Click the Received Payment icon on the +New icon.
2. Select Customer’s name from the dropdown.
3. Click the check box for the invoice.
4. Record how the customer paid from the Payment method and choose credit card.
5. Once done, click Save and Close.

For your reference, utilize this article for recording invoice payments in QuickBooks Online.

Additionally, I have this helpful link for your future reference:

• Deposit payments into the Undeposited Funds account in QuickBooks Online.
• Common questions about payments deposits in QuickBooks Online.
• Create recurring transactions in QuickBooks Online.

You can always ask follow-up questions. We'll be there to help you every step of the way.

I have this exact same question. I tried your steps - however when I went to delete it - It says that it couldn't delete the transaction. Is there any other way to connect an auto generated sales receipt to an invoice?

I created the auto generated sales receipt because I could not figure out in a split second how to have the customer pay the balance on an invoice. Invoice was for $180.00 but she only owed $173.12. She said on her end she could not pay anything other than the $180.00. So I just generated a sales receipt as she wanted to pay right then. 

I'll help you in handling this transaction, lakesidelawn2014.

Since the sales receipt is auto-generated, you're unable to delete it. Instead, you'll have to void the transaction and then manually receive the payment to close the invoice. I'll guide you how::

1. Go to the Sales menu.
2. Select the All Sales tab.
3. Locate the sales receipt.
4. Click the drop-down arrow from the Action column.
5. Choose Void, then select Yes to confirm the changes.
6. Receive the invoice payment.

Deleting the invoice and keeping the sales receipt would also do the trick to ensure that you're income is accurate and up-to-date.

I'm also adding this article to learn how to personalize the sales forms that you send to your customers: Customize invoices, quotes, and sales receipts in QuickBooks Online.

Just drop a comment below if you have any other questions in mind. I'm always here to answer them.

I can not void the sales receipt as it has already been deposited.....

I'll help you void your sales receipt that has been deposited, Jimmy.

Generally, editing a payment or sales receipt part of a deposit isn't possible. You'll have to unlink the sales receipt from the deposit so you'll have an option to void it. To do so, follow the steps provided below: 

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

Once done, you now have an option to void your sales receipt. Here's how:

1. Sign in to your QuickBooks Online account.
2. Go to Bookkeeping, then Transactions, and select the All sales tab.
3. Find the sales receipt you want to void.
4. In the Action column, select Void from the ▼ dropdown.
5. Click Yes to void the sales receipt. 

After that, add the deposit to your invoice payments. Please know that you can only do this if the payment is under Undeposited Funds or have the same accounts in your chart of accounts. Check out the steps below:

1. Go to Sales and select Invoices.
2. Find the invoice you want to add a deposit to, then select Edit ✎.
3. Enter the amount in the Deposit field.
4. From the Deposit to ▼ dropdown menu, select Undeposited funds.
   If you select a bank account, it won’t show up on your deposit detail report. The deposit detail report only shows deposit transactions and payments deposited directly to the bank.
5. Click Save and close.

However, I still recommend reaching out to your accountant to guide you with the correct process. This is to ensure that financial statements and tax returns are accurate. 

On top of that, QuickBooks offers different reports that you can use for your business. Learn how you can customize them so you'll have the right data you need. I've got this article for more details: Customize Reports In QuickBooks Online.

Feel free to let us know in case you have any concerns with our sales receipts or transactions. The Community is always here to further assist if you need help. Have a good one!