How to Delete a Customer Payment in QuickBooks?

Businesses often need to manage customer payments in their accounting software. QuickBooks provides tools for recording and managing these transactions. However, situations may arise where you need to delete a customer payment. This guide will walk you through the process of deleting customer payments in QuickBooks and offer additional relevant information.

Why Delete Customer Payments?

You might need to delete a customer payment for several reasons:

1. Duplicate entries of customer payments
2. Incorrect amounts recorded in customer payment entries
3. Erroneous payment allocations

Deleting Customer Payments Using the Make Deposit Window

Follow these steps to delete a customer payment that was previously placed as a deposit:

1. Open QuickBooks and click the “Record Deposit” icon on the Home page. This action will load the Make Deposit window.
2. If the “Payments to Deposit” window opens automatically, close it. This window appears if you’ve configured it in your settings.
3. Click the “Previous” icon to navigate through your deposits. Locate the payment you wish to delete.
4. Select the customer payment you want to delete.
5. Click “Edit” and then “Delete Line“.
6. Click “OK” and “Yes” to confirm the deletion.
7. Save and close the Make Deposit window.

Deleting Customer Payments from the Customer List

An alternative method to delete customer payments involves using the customer list:

1. Navigate to the Customers section.
2. Click on the name of the customer whose payment you want to delete.
3. Scroll through the displayed payments and select the specific payment for deletion.
4. Click “More” and then “Delete“.

Re-applying Customer Payments to Specific Invoices

After deleting a payment, you may need to re-apply it correctly. Follow these steps:

1. Click the plus icon and select “Create“.
2. Click “Receive Payment“.
3. Enter the customer’s name and bank account details.
4. Verify the check amount and other relevant details.
5. Check off all the invoices to which you want to apply the payment.

Follow instructions as per your requirements. We’ve devided the post into multiple parts so that you can easily find the key steps that’ll help you delete the type of customer payment you’re struggling to remove.

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Frequently Asked Questions

How do I Delete a Customer in QuickBooks?

1. Go to the Sales menu from the left panel.
2. Click on the Customers tab.
3. Choose a customer and click “Edit” on the customer details tab.
4. Click the “Make inactive” button.
5. Click “Yes” to confirm the deletion.

How can I Reactivate a Customer in QuickBooks?

1. Click on “Customer” and then “Customer Center“.
2. Click on the “Customers and Jobs” tab.
3. Click “All Customers“.
4. Look for inactive customers (marked with an ‘x’).
5. Double-click on the customer’s name to open their profile.
6. Uncheck the box next to the customer’s name to reactivate them.

Where can I Find Inactive Customers in QuickBooks Online, and How do I Restore them?

1. Click on “Sales” or “Invoicing” from the left menu.
2. Click “Customers” at the top.
3. Click the small gear icon above the customer list.
4. Select “Include inactive“.
5. Click on the customers you wish to restore.
6. Click the “Make active” button next to the customer’s name.

How do I make Classes Inactive in QuickBooks?

1. Click the gear icon in the left corner.
2. Click “Classes“.
3. In the Action column, click “Make inactive“.
4. Click “Yes” on the pop-up to confirm.

What is the Relevance of Classes in QuickBooks?

Classes in QuickBooks allow you to:

• Assign categories to transactions
• Track account balances by department, business office, or location
• Gain insightful breakdowns of your business operations

How can I Run a Profit and Loss (P&L) Account by class in QuickBooks Online?

1. Click “Reports” from the left panel.
2. Type “Expense” in the search bar.
3. Click “Expense by Vendor Summary“.
4. Select “Custom” below the reporting period and enter the desired dates.
5. Click “Customize“.
6. Adjust rows, columns, and filters as needed.
7. Click “Run report“.

How do I Print an Inactive Customer List with Customer information in QuickBooks?

1. Click “Reports“.
2. Choose “Customers and Receivables“.
3. Select “Customer Contact List“.
4. Click the “Customize Report” button.
5. Click on the “Display” tab.
6. Enter “Job” in the columns field.
7. Select job information by placing a checkmark.
8. Click “OK“.