QuickBooks Tip: How to Edit a Payment that is already Deposited

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QuickBooks Tip: How to Edit a Payment that is already Deposited

Michelle Long
05/01/2013

If you discover that a payment you entered into QuickBooks was applied to the wrong customer, then you need to edit the payment.  However, if the payment was already deposited into the checking account in QuickBooks, then you cannot edit the payment.  So how do you fix it?  I created this quick video to show you how to edit and correct the payment and maintained the cleared status of the deposit if you have already reconciled the bank account.

Thanks for watching!

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11 thoughts on “QuickBooks Tip: How to Edit a Payment that is already Deposited”

  1. Don

    Since we are a non profit, we don’t generate invoices for customers – when we receive a donation it’s entered through “donations” or “create sales receipts.” Will your method work for this?

    thanks so much,
    Don

  2. Pat Rocco

    Thanks so much. I would have been hours trying to figure it out myself!

  4. Jerry Phillipps

    You’re the BEST, Michelle! Where do you come up with all these tricks?

  5. Rose

    Thank you, Michelle! This is probably one of the best tips of the year for me!! What a time saver! Thank you for so freely sharing tips to assist with the success of others.

  6. Diane Offutt

    Michelle,

    Can I get written instructions of your webinar above? I see where you have a link that says Print this PDF, and I am assuming it is a PDF of this tip. However, the link points to and prints a one page advertisement.

    Let me know if you have the webinar as a PDF.

    Thank you again for such a great tip.

  8. Lidan

    Wonderful tip, Michelle!! Very neat and easy! Thank you! I am an experienced (I thought!) Quickbooks user, but still learn a lot from you.

  9. Jacqueline

    Michelle, all I can say is WOW!!! You do not know how many MEGA multi line deposits that I have deleted in my days then re-enter with all the memo/class and deposit info that do not apply to an invoice that you just add in – THEN go do another bank rec by re-adding the previous date and amount! What a time saver – Thank you so much! 🙂