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bookkeeepingquestions
March 19, 2024
Question

How can I change an Auto-generated Sales Receipt (made via a credit card through QB Online)? We do not use invoices and the transactions in question have been reconciled.

  • March 19, 2024
  • 1 reply
  • 0 views

We took a CC payment via QB and it generated a sales receipt.  We do not have sales or use invoices and unfortunately they two transactions causing problems have been reconciled.  Is there a way for me to change those from Sales Receipts to a deposit or income or any category that we actually use so that our accounts are consistent?  I am leery of deleting and trying to recategorize it on the reentry as I do not want the deletion to permanently mess up the books since I have no experience in dealing with these kinds of transactions.

Thanks.

1 reply

A
ArielI
March 19, 2024

Hello.

 

I'm here to share information about changing sales receipts to deposits in QuickBooks Online(QBO).

 

If you use payment links to collect funds from your customer, it will be automatically generated or downloaded as a sales receipt in QBO. However, currently, there is no way to change this to a bank deposit or any other transaction, normally it will sync to sales receipt. They can post the sales receipt to the UF account, and then create a bank deposit to move the funds.

 

Since you're not confident in performing the steps, I recommend reaching out to your accountant since it's already reconciled transactions to avoid messing with the books.

 

I'm also adding this article to learn how to personalize the sales forms that you send to your customers: Customize invoices, quotes, and sales receipts in QuickBooks Online.

 

You can let us know if you have any concerns with our sales receipts or transactions. The Community is always here to further assist if you need help. Have a good one!

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