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M
Michellely
April 13, 2022
Question

How to delete or void a transfer of funds between accounts

  • April 13, 2022
  • 1 reply
  • 0 views

I mistakenly did a funds transfer from Undeposited Funds to our bank account. I want to delete or void it, but I am getting this message... "You need to delete this entry from the deposit before you can delete the transaction itself, or edit its name or amount" Only it does not show up in my deposits. I can find the transactions in my Transaction Detail by Account, but I get the same message. How do I fix this? 

1 reply

R
rvrfrf
April 13, 2022

Thanks for getting in touch with the Community, Michellely. I appreciate your detailed information.
 

You can delete/void bank transfers from the Transfer Funds section of your Banking screen.
 

Here's how:

  1. In the top menu bar, go to Banking.
  2. Choose Transfer Funds.
  3. Use your Previous and/or Next buttons to find the transaction.
  4. Click Edit.
  5. Select Delete or Void.


You'll also be able to find many detailed resources about using QuickBooks in our help article archives.
 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful day!

M
MichellelyAuthor
April 13, 2022

Tried that, but it tells me....that I have to delete it from the deposit first, but it's not showing up in the deposits. 

katherinejoyceO
katherinejoyceO
April 13, 2022

I can help you locate that deposit and assist you with deleting it in QuickBooks Desktop, @Michellely.

 

Here's how:

 

  1. Go to the Lists menu, then click Chart of Accounts.
  2. Double-click the account, then double-click the deposit.
  3. Delete a specific payment by selecting it from the list.
  4. Click the Edit tab, then select Delete Line.
  5. Select Delete Deposit if you want to delete the entire deposit.

 

For more insights about deposits, check out this article: Deposit customer payments.

 

For future reference, visit this link for more guidance about balancing your checkbook to make sure they match with your actual account:  Reconcile an account in QuickBooks Desktop. 

 

Visit us again for your other concerns. I'll be around to guide you again. 

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