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I have allocated a payment to the wrong invoice by mistake and need to reverse this transaction. Can you tell me how to do this please

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QuickBooks Online

Thanks for joining us here on the Community, lee55

To do this, please open the invoice and click on '1 payment made' showing in the top-right > select the date to open the invoice payment.

From here, you can select More > Delete to remove the payment - if you had matched the payment to the invoice from the banking screen, this will automatically move the transaction back into the 'For-Review' tab where you can apply it to the correct invoice. 🙂

G

GeorgiaCAnswer

Thanks for joining us here on the Community, lee55

To do this, please open the invoice and click on '1 payment made' showing in the top-right > select the date to open the invoice payment.

From here, you can select More > Delete to remove the payment - if you had matched the payment to the invoice from the banking screen, this will automatically move the transaction back into the 'For-Review' tab where you can apply it to the correct invoice. 🙂

L

LucyMDC

Hi

I have a similar issue - payment matched to the wrong invoice. So I found the page where I can unselect the payment from the wrong invoice and select the correct invoice. Same amount on both invoices.

When saving, it comes up that the transaction I am editing is linked to others, if I click Yes, it comes up with the transaction has already been reconciled and by saving I can put it out of balance when I come to reconcile. Do I say Yes???

G

GeorgiaC

Hi LucyMDC,

Please select yes to this message to apply the payment to the correct invoice, if this is dated within a period that has been reconciled, you can then reconcile this by going to the Cog > Reconcile > Select the account to reconcile and enter the same ending date and ending balance as the last saved reconciliation. 🙂

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