How to modify accounts receivable payment receipts?

Anonymous · ‎November 08, 2023

When a receipt of money is made from a client, the information contained in the receipt can be modified, for example: balance details, information about what is being received.

ChristieAnn · ‎November 08, 2023

Thank you for visiting the QuickBooks Community, alexander. Let me walk you through the different steps to alter the information of the received payments in QuickBooks Online.

If you're referring to changing the account the which the payment is deposited, you can open the transaction. Then, update the information on the Deposited to field. This way, you'll be able to modify the account associated with the entry. I've added a screenshot below for visual reference.

However, if you wish to change the information on the Received Payment form in QuickBooks, this isn't currently unavailable. This is because the information provided for the entry has been developed so that you can only easily enter the necessary information to organize your data.

Moreover, I recommend visiting the Apps menu in QuickBooks so you're able to see a specific app that you can integrate into QuickBooks. This way, it'll help you customize the Received Payment page based on what is being received.

In case you need steps on how to see the status of all your sales transactions in QBO, you can open this article: View sales transactions in QuickBooks Online.

Please let me know if you have more questions about recording payments in QBO or anything else related to QuickBooks. I'm around in the Community to help you, alexander. Take care and stay safe always.