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C
C Farally
June 21, 2022
Question

Credit Card Pyemtn Applied to wrong Customer Account

  • June 21, 2022
  • 1 reply
  • 0 views

Hi,

  When applying a credit card payment from the merchant services module, I incorrectly applied it to wrong customer.  How can reclass this payment to the correct customer, or is there a way to reverse the transaction so I can post again to the correct customer?  Thanks!  

1 reply

K
Kevin_C
June 21, 2022

Glad to see you here today, @C Farally.

 

I'll share some insight to help you fix the credit card payment that has been applied to the incorrect customer in QuickBooks Desktop (QBDT).

 

To sort this out, we can delete the deposit where the payment is and then delete the payment in the Customer Payment window also.

 

After that, open the Merchant Service Deposits page and it'll reappear. From there, you can choose the correct customer by typing in his/her name. Then, save it once done.

 

In case you need help with other tasks in QBDT, you can visit our general help topics page. Just type your concern in the search field and this page will route you to the related help articles, Community discussions, video tutorials, and more.

 

Please let me know how it goes after performing the steps above. I'll be around to help you if you have any other QBDT concerns. Keep safe!

C
C FarallyAuthor
June 22, 2022

Hi Kevin

  Thanks so much for the quick reply.  I have one additional question at the moment.  The steps you laid out say:

To sort this out, we can delete the deposit where the payment is and then delete the payment in the Customer Payment window also.

 

I see the option (icon) to delete in the customer payment window

 

 but I'm not sure what you mean by "delete the deposits where the payment is".  It sounds like I need to delete this in 2 separate spots.  I really appreciate you taking the time to walk me through is, as I'm very new to QB.  Thanks!

 

 

 

G
GlinetteC
June 22, 2022

It's good to have you back, C Farally.

 

I can help provide additional steps about deleting the deposit before you can delete the payment in QuickBooks Desktop.

 

You can find the deposit in the register and delete it from there. Please note that the Delete Deposit option will only show on the Edit toolbar. If multiple payments are in one deposit, you can open the transaction and use the Delete Line option instead. 

 

Here are the steps:

 

  1. Go to Lists and select Chart of Accounts.
  2. Double-click the account.
  3. Double-click the deposit.
  4. If you want to delete a specific payment, select it from the list.
  5. Now click the Edit tab at the top menu bar.
  6. Select Delete Line.

 

Once the deposit has been deleted, you can proceed with deleting the payment from the Customer Payment window.

 

I've added this article to learn more about deposits in QBDT: Record and make deposits in QuickBooks Desktop.

 

You can always get back to the Community if you need more help navigating your account. We are happy to assist you more.

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