Hello there, Rita.
Thanks for joining this discussion about payments. I'll be right here to help share additional insights with your question.
The steps shared by my colleague Kristine Mae is for QuickBooks Desktop. The same idea can work in QuickBooks Online, but you will need to make sure there is an open invoice for the correct customer to apply the payment too. Besides changing the customer name, you can also delete the payment under the wrong customer and receive the payment towards the correct client.
To delete an entry in QBO, follow these steps:
- Go to Transactions, then select All Sales.
- Find the transaction. In the Action column, select the dropdown ▼ and then select View/Edit to open the transaction.
- If you want to include the date and reason you’re voiding or deleting the transaction, enter that info in the Memo or Message section. Then select Save.
- Select More in the footer. Then select Delete.
- Click on Yes to confirm.
To receive the payment again, here's how:
- Press + New.
- Choose Receive payment.
- From the Customer dropdown, select the name of the customer.
- Add the payment details.
- Click Save and close after.
Here are some related links for your reference about this payments topic:
Visit us again anytime if there's anything else you need about recording payments. I'll be right here to help you out. All the best!
