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July 22, 2022
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How to transfer an Invoice that is paid under one customer to another customer and mark it as paid on quickbooks desktop?

  • July 22, 2022
  • 1 reply
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I'm trying to clean up some accounts. There is a transaction which is under example: Michigan Caterpillar. This transaction has been paid and reconciled. However, this transaction should be under Caterpillar. Michigan Caterpillar and Caterpillar are two different vendors. 

What is the best way for me to move it from Michigan Caterpillar to Caterpillar?

Best answer by SarahannC

Hello there, boxesrus.

 

The best way for us to correct the transaction from Michigan Caterpillar to Caterpillar is to delete and recreate it.

 

Since there's a payment associated with the invoice, we'll have to delete both the invoice and payment. We can do it from the customer's account. I'll show you how:

 

  1. Go to Customers. Then, Customer Center. If you mean this transaction is for the vendor, go to Vendor and select Vendor Center.
  2. Find Michigan Caterpillar.
  3. Click Transactions. Set the date when the transaction is created.
  4. Locate and open the payment first, then delete it.
  5. After that, locate and open the invoice, then delete it.

 

Once done, recreate the invoice for Caterpillar and make a payment with it. Then, you can do a mini reconciliation method to correct your reconciled account. For more details, we can refer to this article: Reconcile previously deleted and re-entered transactions. This provides complete steps and instructions. 

 

Also, we can check these articles for additional information about the reconciliation process in the program:

 

 

Let me know if you need help with handling transactions and more details with reconciliation. I'm always glad to help in any way I can. 

1 reply

SarahannCAnswer
July 22, 2022

Hello there, boxesrus.

 

The best way for us to correct the transaction from Michigan Caterpillar to Caterpillar is to delete and recreate it.

 

Since there's a payment associated with the invoice, we'll have to delete both the invoice and payment. We can do it from the customer's account. I'll show you how:

 

  1. Go to Customers. Then, Customer Center. If you mean this transaction is for the vendor, go to Vendor and select Vendor Center.
  2. Find Michigan Caterpillar.
  3. Click Transactions. Set the date when the transaction is created.
  4. Locate and open the payment first, then delete it.
  5. After that, locate and open the invoice, then delete it.

 

Once done, recreate the invoice for Caterpillar and make a payment with it. Then, you can do a mini reconciliation method to correct your reconciled account. For more details, we can refer to this article: Reconcile previously deleted and re-entered transactions. This provides complete steps and instructions. 

 

Also, we can check these articles for additional information about the reconciliation process in the program:

 

 

Let me know if you need help with handling transactions and more details with reconciliation. I'm always glad to help in any way I can. 

July 27, 2022

Hi boxesrus,


Hope you’re doing great. I wanted to see how everything is going about correcting your the paid invoice. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

boxesrusAuthor
July 28, 2022

Hello SarahannC,

 

I got it. Thank you for explaining it to me in such detail. Sorry about the late response.

 

You have a great day!