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A
Archery Lori
March 21, 2023
Question

Editing cutomer name on a deposit

  • March 21, 2023
  • 1 reply
  • 0 views

Newbie here 

 

My sales are imported from Square.  Some transactions come through as "square customer" (not everyone remembers to add the customer name to the sale).

 

When I try to edit the customer name from 'square customer' to the correct person in the sales receipt, (from 'bank deposits'), I receive the message "The transaction you are editing is linked to others. Are you sure you want to modify it?"  I select 'yes' and receive:  

"Something's not quite right
This transaction has been deposited. If you want to change or delete it, you must edit the deposit it appears on and remove it first."
 
Can I 'undeposit' this to make the changes without having to delete the transaction and manually input the deposit again.  (the deposit matches the sales and associated fees per transaction and I don't want t have to manually input these lines again).
 
NOTE:  The deposit that contains the sales receipt I am trying to edit has NOT been reconciled.

1 reply

J
JamesM4
March 21, 2023

Hi Archery Lori,

 

Welcome to the QuickBooks Community. I'll be happy to provide the support you need so you can record your transactions with ease. The program is designed to help you streamline your work using the powerful features in the program. 

 

Based on the prompts you're receiving in QuickBooks, I see the the deposit is linked to the Banking module on your account. You'd need to unlink it first from your banking before it can deleted in order to get rid of the prompts you're getting. You can follow these steps:

 

  1. Navigate to Banking and click on the bank account where the funds have been deposited.
  2. Click on the Reviewed tab, locate the deposit in question.
  3. Click on Undo.

Once you've done that, you can now delete the deposit transaction without getting the error. For reference here's a helpful article that shows you how to: Categorize and match online bank transactions in QuickBooks Online. Feel free to ask other questions, I'm here to help. 


 

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