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A
adreher1
May 1, 2024
Question

Record payment in undeposited funds in QB online

  • May 1, 2024
  • 1 reply
  • 0 views

We have a check payment (not associated with QB payments) in the undeposited funds account. We deleted the project associated with the payment before we recorded the payment to be deposited. QB will not allow us to do anything with any transaction associated with deleted project. We tried deleting the payment from the undeposited funds account with no luck. We manually created a deposit to get the checking account balance correct but we cannot remove the payment from the undeposited funds account. 

1 reply

M
Maybelle_S
May 1, 2024

Hello there, adreher1.

 

I understand the importance of handling payments in QuickBooks Online (QBO).

 

Currently, deleting a project with transactions linked to it is unavailable. This safeguard is in place to maintain the integrity of your financial data and ensure accurate reporting.

 

Additionally, the project can be marked as complete if there are associated transactions.

 

Furthermore, could you share the error message you received when trying to delete the payment? It'll help us understand why it won't removed from Undeposited Funds. You can also delete the payment in the Chart of Accounts.

 

Here's how:

 

  1. Go to the Transactions menu and select Chart of Accounts.
  2. Choose the account.
  3. Click the View register.
  4. Locate the payment you want to delete and click it.
  5. Hit Delete, then Yes to confirm.

 

You may check out these articles for reference to ensure your transactions will go to the correct accounts:

 

 

Don't hesitate to get back to this thread if you have other QuickBooks-related concerns besides handling your payments and deposits. I'm just here to help. Stay safe always!

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