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November 4, 2024
Question

How would I edit a previous deposit?

  • November 4, 2024
  • 1 reply
  • 0 views
A person gave cash and it was recorded as an anonymous payer. How can I edit this?

1 reply

November 4, 2024

I know a way so you can locate the created deposit, HeathOnQueBeeOh. Let me share further details regarding this. 

 

Adjusting your deposit depends on whether it is located in the Add other funds to this deposit section or the Select the payments included in this deposit section. To see if you can still edit it, use the Search icon and apply filters if necessary.

 

Kindly follow these steps to edit the transaction: 

 

  1. Go to the Search icon.
  2. From the Recent Transactions, find the name of your deposit entry. 
  3. If it's not there, click the View more so we can filter the details and can easily find the transaction. 
  4. Choose the created date from the Date field. 
  5. Click the Transaction Type dropdown, then choose Deposit or any transaction that you want to find. 
  6. You can also fill out the Reference number, Contact, Amount, and Memo dropdown. 
  7. Select the deposit that you want to edit. 
  8. Scroll down, until you see the Add funds to this deposit section.
  9. From the Received from column, choose the name of your payer. 
  10. Click Save and Close once done. 

 

If the deposit is located in the Select the payments included in this deposit section, you can view this article: Edit the customer name on a bank deposit in QuickBooks Online.

 

Please let me know if you have further questions regarding this, HeathOnQueBeeOh. I'll be around to help you.