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February 11, 2021
Question

Can I change a sales receipt to a deposit?

  • February 11, 2021
  • 1 reply
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I went from desktop to online and some of the entries recorded previously have been allocated incorrectly into sales receipt and I want it as a deposit - can I change it?

1 reply

February 11, 2021

Great to have you here, rose33.

 

The option to change a sales receipt to a deposit is unavailable in QuickBooks Online (QBO). What we can do is delete or void the sales receipt and create a deposit in your account. Here's how to delete or void sales receipt: 

  1. Go to the Sales menu.
  2. Choose the All Sales tab.
  3. Click the Filter drop-down.
  4. Pick Sales Receipt from the Type drop-down menu.
  5. Tap on Apply.
  6. Once completed, choose the sales receipts that you want to delete.
  7. From the Actions column, click the drop-down.
  8. Hit on Delete or Void.
  9. Press on Yes to confirm.

For more details bout this one, see the Learn how to void or delete invoices, expenses, and other transactions article. Then record a deposit by following the steps below:

  1. Click the + New Plus button.
  2. Select Bank Deposit.
  3. From the Account dropdown, choose the account you want to put the money into.
  4. Select the checkbox for each transaction you want to combine.
  5. Make sure the total of the selected transactions matches your deposit slip. Use your deposit slip as a reference.
  6. Press Save and close.

To learn more about deposits, check out the Record and make bank deposits in QuickBooks Online article. Feel free to visit our Banking page for more insights about managing your bank transactions.

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. Take care always.