Skip to main content
D
dhavalkakadiya
August 3, 2022
Question

Edit Sales receipt in POS

  • August 3, 2022
  • 2 replies
  • 0 views

Hello

 

I use QB Point of Sales. I have one quick question. We use POS and desktop integration. We enter sales receipt in POS. We have a few transactions where we need to edit sales receipt like cases wherein we have enter payment received by cash instead of card and some cases wherein we have entered wrong amount in sales receipts. How do we edit sales receipt in POS in those cases?

2 replies

S
ShiellaGraceA
August 3, 2022

Hi, @dhavalkakadiya.

 

I'll share some information about editing a sales receipt in POS. You can reverse or return a sales receipt without issuing money back to the cardholder. Let me guide you how.

 

  1. Disconnect your Intuit QuickBooks Payments account from Point of Sale.
  2. Make or reverse a sale.
  3. Reconnect your Intuit QuickBooks Payments account to Point of Sale

 

Additionally, here's a link that contains our FAQs, Support and Technical Support, Compatible hardware’s, etc.: Support resources.

 

Please don't hesitate to reply to reply to this thread if you have follow-up questions or concerns about POS. I'll be around for you. Take care and have a nice day ahead.

D
dhavalkakadiyaAuthor
August 3, 2022

Thank you for the response. 

I do not want to change customers name. I need to change payment method. 

K
Kurt_M
August 3, 2022

Hi there, @dhavalkakadiya. I've got your back, and I'll share some details about changing the payment method on your sales receipt in QuickBooks Point of Sales.

 

Please be aware that the option to change the payment method on your existing sales receipts is unavailable. As a workaround, you can reverse a sales receipt and then re-enter the details, including the correct payment method. Before doing so, you'll want to secure a backup copy of your company file. If you wish to continue with this process, I'll input the steps below so you can proceed to reverse a sales receipt.

 

To begin, you'll need to disconnect your Intuit QuickBooks Payments account from the Point of Sale. This way, you'll be able to get through and reverse a sale. Here's how:

 

  1. Go to File, then select Setup Interview.
  2. Select the Payments tab.
  3. Choose No to Would you like to accept Credit and Debit Cards?.
  4. Click Done.

 

You'll then proceed to make or reverse a sale. These are the steps:

 

  1. From the Make a Sale screen, select the item for return. It should be identical to the original credit card sale.
  2. Select Return Item.
  3. Select Credit as the payment method.
  4. Select Refund, then choose the card type.
  5. Select Save Only or Save & Print.

 

Once done, reconnect your Intuit QuickBooks Payments account to Point of Sale. Here's how:

 

  1. From the File menu, select Setup Interview.
  2. Select the Payments tab.
  3. Select Yes to Would you like to accept Credit and Debit Cards?, then select Sign In.
  4. Enter your Intuit Merchant Services login and password.
  5. Choose the Merchant Account you want to use, then select OK.
  6. Select Done.

 

Should you need further assistance managing payment methods in QuickBooks? Or do you have any additional QuickBooks-related concerns? Feel free to get back to me anytime. I'll be more than happy to assist you once again. Take care!

D
dhavalkakadiyaAuthor
August 3, 2022

Thank you for the amazing descriptive response. 

 

Just had one more relating question..I use POS and Desktop integration. I've already pushed data from POS to QB Desktop. Do you think I will face any potential issue if I reverse sales receipt and re enter?

 

Thanks again. 

R
rvrfrf
August 3, 2022

Thanks for getting back with the Community, dhavalkakadiya.

 

After performing financial exchanges of data between QuickBooks Point of Sale and QuickBooks Desktop, it's possible you may notice that some transactions are missing in QuickBooks Desktop.

 

There's a few reasons this can occur:

  • The wrong QuickBooks Desktop company file was opened.
  • Transactions were manually deleted from QuickBooks Desktop.
  • A QuickBooks Desktop backup was restored after finishing your financial exchange.

 

If you encounter this, there's a couple different ways to fix it.

 

Here's what to do if only a few transactions are missing:

  1. In QuickBooks Point of Sale, go to Point of Sale, then Sales History.
  2. Choose which sales receipts need to be resent to QuickBooks Desktop.
  3. Use the I want to option and pick Show Financial Detail.
  4. Click Resend this document during the next financial exchange.
  5. Select Financial, then Update QuickBooks.

 

Here's what to do if many transactions are missing:

  1. In QuickBooks Point of Sale, go to Financial, then Financial center.
  2. Click Show Advanced Options, Recover Data Now, then Continue.
  3. Enter your date range that was covered by the original exchange.
  4. Type "Yes" in your confirmation window and select Continue.

 

If there's any additional questions, I'm just a post away. Have a wonderful day!

Terms & ConditionsAccessibility statement