Skip to main content
anna54
anna54
June 22, 2020
Question

How do I edit a payment that has already been deposited?

  • June 22, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

K
Kendra H
June 22, 2020

Hello there, @anna54. 

 

Thanks for posting your question here. I'd be happy to help show you how to edit a payment that has already been deposited in QuickBooks Online.  

 

Since the payment has already been deposited, there are a few steps to take before you can edit the transaction. To make corrections, you first need to remove it from the deposit temporarily:

  1. Select the Gear icon in the right corner. 
  2. Under Your Company, choose Chart of Accounts. 
  3. Find the deposit account, and in the Action column, click View register. 
  4. Locate the deposit amount and whether it has a letter "R" in the Reconcile box. 
  5. Go to the deposit, then Edit. This will give you the list of sales receipts and payments connected to the deposit. 
  6. Remove the check-mark from the incorrect payment or sales receipt. This will remove the transactions from the deposit. 
  7. Pick Save & Close, then Yes confirm your changes. 

 

For more detailed instructions with editing the payment once you've removed it from the deposit, you can refer back to this article: How to edit a payment or sales receipt that has been deposited.

 

Feel free to comment below if you have any more questions or concerns. I'm always here to help. Have a good week ahead!

G
gennieosg
July 28, 2020

The link at the end of these instructions is broken; I've gotten halfway through the instructions (deleting part of the deposit in QBO) but now I don't know what to do next. Also, it seems you reference this very post as the next step, which is a little confusing. Please advise, thank you very much. 

G
GlinetteC
July 28, 2020

I appreciate your time for visiting us today, gennieosg.

 

Let me clear your confusion about deleting or editing a deposit in QuickBooks.  To correct the payment or sales receipt you need to temporarily remove it from the deposit, edit it, then add it back to the original deposit. I'll show you how to accomplish the tasks.

 

To remove the payment or sales receipt:

 

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Select View Register for the appropriate account.
  3. Locate the deposit with the incorrect payment or sales receipt listed.
  4. Click the deposit in the register and click Edit to open it. 
  5. Remove the checkmark from the incorrect payment or sales receipt by clicking on it.  This will remove the payment from the deposit.
  6. Click Save and Click Yes.

To edit the payment:

 

  1. Click on the deposit from the register, this will open the Deposit screen.
  2. Click the Name on the unchecked payment and it will take you to the Receive Payment or Sales Receipt screen where you can now make the correction.
  3. After you make the correction, click Save.
  4. Click Yes.

Once done, you can now redeposit the corrected amount. 

 

Using the steps above, you're now able to edit the payment that is part of a deposit.

 

Also, here's an article you can read to learn more about how you can review your transaction in your bank register: Find, review, and edit transactions in account registers

 

If you have any other related concerns about navigating QuickBooks, just click the Reply button and I'll be sure to help you out.

Terms & ConditionsAccessibility statement