Quickbooks allows business owners and accountants to record customer payments in just a few easy steps. After selling a product or service and collecting payment from the respective customer, you’ll need to record that payment in Quickbooks. This is typically done by logging in to your account, clicking the plus (+) menu on the left-hand side menu and choosing “Receive Payment” under the “Customers” section. Here, you can select the customer or enter a new name and information for the customer.
But what if you need to delete a customer payment in Quickbooks? There are times when business owners and accountants may need to delete such payments. For instance, if the customer changes the way in which they pay (e.g. net 30 to net 15), you may need to delete a past payment and send the customer a new invoice. Failure to do so could result in your books being thrown off. Thankfully, this is easily accomplished using Intuit’s Quickbooks accounting software.
To delete a customer payment, go ahead and log in to your Quickbooks account and access the “Customers” section. From here, you’ll see a list of all payments made by the customer whom you just selected. Scroll through these payments until you find the one you’d like to delete, at which point you should click to highlight the payment. Now, continue scrolling down to the bottom of the list, at which point you should see a “More” option. Click “More,” followed by “Delete.” After clicking “Delete,” the customer’s payment will be removed from your account.
However, you aren’t out of the woods just yet. You’ll still need to apply the new payment, assuming the customer has made a separate payment for the invoice. This is done by clicking the Create (+) button, followed by “Receive Payment.” Here, you can enter the customer’s name, bank details, check information, dollar amount of the payment and other associated information. You can also check the invoice to which you want the payment applied. If it’s for a past invoice, select the invoice to ensure the payment is recorded corrected.
Following this tutorial will allow you to quickly delete customer payments in Quickbooks. While it may sound like a lot of work, Quickbooks makes the process a breeze. Just remember to record any new payments the customer has made.
Did this tutorial work for you? Let us know in the comments section below!