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mongercj
March 11, 2021
Question

How do I delete/void a credit card payment in QBO?

  • March 11, 2021
  • 1 reply
  • 0 views

I had to refund a customer's transaction.  I went into Quickbook Payments and successfully reversed the transaction.  And then I voided the invoice.  But the payment record still shows under their customer account in QBO as 'unapplied'.  How do I get rid of this?  Thanks!

    1 reply

    Rustler
    Rustler
    March 11, 2021

    voiding the invoice is the problem, do not do that. recreate the invoice and apply the payment.

    the amount you reversed should have posted to the sales income discount account which will offset the invoice posting to sales

    M
    mongercjAuthor
    March 11, 2021

    Thanks!  Since I reversed it on the Quickbook Payments site, it will send the entry to QBO to offset?

    JasroV
    JasroV
    March 11, 2021

    Thanks for getting back to us and for sharing additional details, @mongercj.

     

    The reversal you made in your QuickBooks Payment accounts will not sync to your QuickBooks Online (QBO). Thus, we'll need to manually delete the Unapplied payment to offset it. Let me show you how.

     

    1. Go to the Sales menu.
    2. Select the Customers tab.
    3. Locate and select your preferred customer.
    4. Go to the Transaction List tab.
    5. Click the Unapplied payment.
    6. Select Clear Payment.
    7. Click More and select Delete.
    8. Then Save and close.

     

    To be guided either to delete or void transactions in your account, you can refer to this article for reference: Void or delete transactions in QuickBooks Online.

     

    I’m also attaching this link that you can use for future guidance in matching your bank statement and QuickBooks balance: Reconcile an account in QuickBooks Online

     

    Keep me in the loop if you need further assistance managing your transactions. I’m always around to assist you. Stay safe.

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