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September 29, 2022
Question

How do I revert an edit on a linked transaction on an invoice?

  • September 29, 2022
  • 1 reply
  • 0 views
I generated a second invoice for a project and the linked transaction had been paid for on the first invoice. Some how it let me link it again but it took the transaction out of the first invoice leaving an unbalanced amount in the account.  I unlinked it from the new invoice but is there a way to go back to the previous invoice and relink it?

1 reply

September 29, 2022

Hi there, @Trueburton. I've got you covered, and I'll ensure you can re-link the payments to their appropriate invoices in your project here in QuickBooks Online (QBO).

 

To make sure everything is in order, you can remove the payments for those invoices. This way, you won't be confused when you re-link them to your invoices. I'll gladly input the steps below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Projects tab.
  3. Select the project, and then go to the Transactions section.
  4. Double click on the invoice, and then click the Payment made hyperlink under the Payment Status in your invoice.
  5. uncheck the invoice payment in the Outstanding Transaction section.
  6. Once done, click Save and close.

 

You'll now see open invoices in your project's transaction section. Proceed to re-link the invoice payment by clicking your invoices and receiving payment. This time, ensure you're re-linking the appropriate invoice payments to the correct invoice. You can take note of the invoice number and the amount to avoid confusion when receiving the payment.

 

To start linking the payments, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Projects tab.
  3. In the Transactions section, open the invoice one at a time.
  4. Click Receive payment, and then check the box beside the appropriate invoice payment. A reminder, see the invoice number and amount to ensure it's correct.
  5. Repeat the steps on your second invoice.
  6. Once done, click Save and close.

 

In addition, I've got you this article to help you track the profitability and cost of the project: Track hourly labor costs and profitability by project in QuickBooks Online.

 

You can also check this page in case you'd like to add existing invoices to your project in QBO: Add existing invoices to QuickBooks Online Projects.

 

It's been a pleasure to have you in the Community today, @Trueburton. In case you have any additional QuickBooks-related concerns. Don't hesitate to get back to me by clicking the REPLY button. Take care, and enjoy the rest of the week! 

October 5, 2022

Thanks, That was very easy. I talked to tech support on the phone and they couldn't figure it out and said someone will call me back later but never did. Very frustrating for the amount of money I pay for this program.

JessT
October 5, 2022

I totally understand how you feel about your experience, Trueburton.

 

I'll share your sentiments with the relevant department, so they can take action to improve our services. If you have any other concerns, feel free to go back to this thread. Take care!