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Wendy Cats
June 16, 2022
Question

I have allocated a payment to the wrong

  • June 16, 2022
  • 1 reply
  • 0 views

I have allocated a payment to the wrong invoice by mistake and need to reverse this transaction. Can you tell me how to do this please. only problem is i dont know who it went to, i have the name of the payment but not the invoice it was allocated to. is there a way to find out 

1 reply

G
GeorgiaC
June 16, 2022

Hi Wendy Cats, thanks for joining the Community 🙂

 

If the payment was allocated from the banking screen, you can undo this by navigating to the banking tab > categorised > locate payment in list > click undo. This will move the transaction back to the banking tab where it can be matched to the correct invoice. 

W
Wendy Cats Author
June 16, 2022

Hi Thank you i have just found the problem its a double payment 

a customer has paid for 2 invoices and made 2 £50.00 payment on the same day and time 

and QB has not shown one of the payments this has happened before is there a fix for this  

G
GeorgiaC
June 16, 2022

Thanks Wendy, if the bank is connected it is unusual that the transactions would not be downloaded to QuickBooks. Had both transactions completed processing through the online bank (no longer show as pending)? 

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