How to Delete a Customer Payment in QuickBooks?

by James Antonio

If you are dealing with business, you must have at least a few customers. If you have customers, you will definitely owe them some money from time to time. You will make the payments to your customers against the goods and services provided by them, and you will also have to record those payments in your accounting software.

Sometimes you will come across a situation where you would want to delete the customer payment recorded in your accounting software i.e., QuickBooks. These situations may include but are not limited to duplicate entry of customer payments in the system or incorrect amount recorded in the customer payment entry.

For correcting the above mentioned errors, you would definitely like to delete the customer payment and record it in a correct manner. And you can do so with the help of the Make deposit window in QuickBooks. It will let you scroll through your deposits and correct the deposits that are incorrect or need updating of some kind or other. So, let us move further and take a look into the process steps of removing the customer payment placed as a deposit in QuickBooks.

Process Steps for Deleting the Customer Payment in QuickBooks that was Placed as a Deposit Earlier

The process steps for deleting the customer payment placed as deposit in QuickBooks are as follows:

Step 1. At first, click the ‘Record Deposit‘ icon, which will load the Make deposit window from the QuickBooks Home page.

Step 2. If the payment to deposit windows opens up, you need to close it, it will open automatically, if you have configured it in your settings, so do as advised if it get opens up. You do not need to do anything if the payment deposit window does not open up.

Step 3. Now you need to click the ‘previous’ icon and move through your deposits and look for payment that you wish to delete.

Step 4. In this step, select the customer payment that you need to delete and click on Edit and then click ‘Delete line’. After that click OK and Yes to confirm the deletion of the customer payment and click on save and close the Make deposit window.

Click on the Customer and then Delete the Payment by Following the Below Steps:

Step 1. First, go on the customers and click on the customer whose payment you wish to delete.

Step 2. Now once you click on the name of the customer, his/ her all the payments will display on the screen, and you can select the specific payment that you wish to delete. You need to scroll down and click on More and then delete.

Process Steps for Re-applying the Customer Payment to Specific Invoices

You can re-apply the payment with the help of the below steps:

Step 1. First, click on the plus icon and click on create.

Step 2. After clicking on create you need to click on receive payment.

Step 3. In this step, you need to enter the customer’s name, bank account details, verify check amount and other details and check off all the invoices that you want the payment to apply.

We are sure that these steps will help you out in deleting the erroneous customer payment in a seamless manner. We have also collated a series of frequently asked questions from the users’ end, which you can refer to as a cheat sheet and it will give you a clearer understanding not only on this topic but on related things as well.


How can I Delete a Customer in QuickBooks?

First of all, you need to go to the sales menu from the left panel and click on the customers’ tab. After that, you need to choose a customer and click on Edit on the customer details tab. After that click the ‘Make inactive’ button and click Yes to delete.

How can I Reactivate a Customer in QuickBooks?

First, you need to click on the customer and then the customer center. After that, click on the customers and job tab and click all customers. Now you will see cross sign ‘x’ for inactive customers. And double click on the name to open their profile. Now uncheck on the tick mark box against customers’ names to reactivate them in QuickBooks.

Where can I find inactive Customers in QuickBooks Online and How to Restore them?

You need to click on sales or invoicing from the left menu and click on customers at the top, at the top of the customer’s list click on the small gear sign and click to ‘include inactive’ Now click on the customers that you wish to restore and the inactive customer will be deleted. Lastly, click the make active button next to the customer’s name.

What are the Steps that I can use to make Classes Inactive in QuickBooks?

Click on the gear icon from the left corner and click on classes. Now go to the action column and click ‘Make inactive’. After that click on Yes on the pop-up.

What is the relevance of classes in QuickBooks?

The classes are created in QuickBooks which you can assign to the transactions and with the help of the classes, you can track account balances by the department, business office, or location and other insightful breakdowns of your business.

How can I run P & L account by class in QuickBooks Online?

First of all, click Reports from the left panel, and in the search bar type expense and click expense by vendor summary. Now select custom below the reporting period, enter the dates, and click customize. Now customize the rows, columns, and filters if required and click on Run report.

Can you List Down the Steps to print an inactive Customer list with Customer info in QuickBooks?

At first, click on Reports, choose customers ad receivables, and customer contact list. Now click customize report button and click on the Display tab, enter job in the columns field. Now select the job information by placing a check-mark and click on Ok.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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