Skip to main content
G
GIE
January 3, 2022
Question

Bank Fees

  • January 3, 2022
  • 1 reply
  • 0 views

 I entered an invoice but found out that it was already charged. This has resulted in a double entry. How do I change the status of the second invoice from paid to unpaid in quickbooks desktop.

Also, our bank charges us cash management on a monthly basis, please how can I enter a bank fee in quick books desktop

1 reply

Angelyn_T
Angelyn_T
January 5, 2022

Hi there, @GIE. 

 

You can delete the payment transaction to mark the invoice as unpaid in QuickBooks Desktop (QBDT). I'll guide you on how.

 

  1. Go to the customer's transactions list.
  2. Open the payment transaction.
  3. Delete the payment associated with the invoice.

 

On the other hand, you can record the bank charges as an expense or check. Before that, I recommend creating an expense account from the Chart of Accounts to track the fees accordingly.

 

  1. Go to the Banking page.
  2. Select Write Cheques.
  3. Fill in the information, then save the transaction.

 

You can learn more about handling your cheques from here: Create, modify, and print cheques.

 

Just in case you want to delete or void your transactions in batches in the future, open this article as your guide: Batch delete or void transactions in QuickBooks Desktop Accountant Edition.

 

If you have any other questions about your invoices and bank entries, let me know by adding a comment below. I'm always here to help. Have a good one!

Terms & ConditionsAccessibility statement