Skip to main content
C
Carving
October 22, 2021
Question

Editing an Invoice and associated deposit

  • October 22, 2021
  • 1 reply
  • 0 views

I  entered the wrong amount on an invoice.  The invoice had two lines with different account numbers, XXXXXX for $30.00 and YYYYYY for $350.00 for a total amount of of $380.00.  I went back to the invoice and deleted the line for $30.00.  However, when I went to "Record Deposits" the original the original invoice amount of $380.00 was still there.  I subsequently deleted the whole invoice and created a new invoice for $350.00.  By so doing, my original cheque count increased from16 to 17 items in the "Record Deposits". I then went through and reconciled against the "Cheque Register" which gave me the correct total amount of the cheques but left the original cheque for $380.00 outstanding.  This of course still shows as "1" on the "Record Deposits" on the "Home Screen".  I have searched for various solutions on the QuickBooks website but there doesn't appear to be a solution.  How can I clean up the one item in the "Record Deposits"?  Your assistance is greatly appreciated.  Regards.

1 reply

T
Trish_T
October 22, 2021

Hi Carving,

 

It's great to hear that you've been able to reconcile your account with the newly created invoice for your customer.  Based on the information you've provided, t's my understanding that you just need to remove the previously recorded amount to clear it from your records.  With QuickBooks Desktop, this can be accomplished in a few steps.  Here's how:

 

1. Select Lists from the menu bar

2. Choose Item List

3. Click on the item you need to remove to highlight it

4. From the drop-down arrow beside 'item', hit Delete Item

Please note:  If you delete an item by mistake, you must immediately go to the Edit menu and choose 'Undo Delete'.  If you perform any other actions, you won't have the option to reverse it.

 

For future reference, here's an article to assist you with resolving common issues when applying a payment towards an invoice.

 

All the best!

 

 

Terms & ConditionsAccessibility statement