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February 6, 2023
Question

How do I delete or "not show" a bank deposit? I am trying to delete but Quickbooks won't allow

  • February 6, 2023
  • 1 reply
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1 reply

LieraMarie_A
February 6, 2023

Hey there, @trisha@hands2you

 

Let me help you delete a bank deposit in QuickBooks Online.

 

Can you share what error message you get when you try to delete the transaction? If you delete an invoice/sales receipt from the Undeposited Funds instead of the deposit, you'll get this error "This transaction has been deposited. If you want to change or delete it, you must edit the deposit it appears on and remove it first." To delete it, select the Deposit linked to it.

 

Here’s how:

 

  1. Click on the Gear icon.
  2. Select Chart of Accounts.
  3. Choose Undeposited Funds and click View register.
  4. Under the Ref No. and Type column, click the deposit.
  5. Click Delete.
  6. Select Yes.

 

Once done, all the payments in that deposit return into Undeposited Funds. You may change the account where you deposited it. Just open the transaction and select an account from the Deposit to drop-down list.

 

You can also run the Deposit Detail report. This report shows all your deposits, with the date, customer or vendor, and amount.

 

Here's how:

 

  1. Go to Reports.
  2. In the Find report by name field, type in "Deposit Detail" and select it.
  3. Specify the reporting period.
  4. Click Run Report.

 

Reach out to me if you got a different error. I’m here to ensure your success in deleting it. Take care always, @trisha@hands2you!