How to Delete Deposits in QuickBooks?

by James Antonio

When you receive payments on your sent invoices from the customers in the Undeposited funds account, then in the next step, you will have to deposit this payment into an account in QuickBooks. This can be done with the help of the Bank deposit feature which will let you create the Group payment for all the payments received in the undeposited fund account and you can create a deposit for them as a single record into an account in QuickBooks.

Sometimes as it happens you may have to delete these deposits due to some error or issues. You can do so by using the Edit toolbar, we will look into the process steps in detail under the next section.

Steps to Delete the Deposits in QuickBooks

For QuickBooks Desktop

Before we start the process, you should be aware that you will only be able to see the ‘Delete deposit’ option as mentioned in the below steps on the Edit toolbar when you have selected the deposits within the register:

Step 1. First of all, click on Lists from the top menu and then click on Chart of Accounts.

Step 2. In this step, you need to double click on the account and then the deposit. In case you wish to delete a specific payment, choose that from the list.

Step 3. After step 2, click on the Edit tab from the toolbar and select ‘Delete line’ if you are deleting a specific payment and ‘Delete deposit’ if you are deleting the entire deposit amount.

The above three steps will help you in deleting the deposits on the QuickBooks desktop.

For QuickBooks Online

Step 1. First of all, click on the Gear icon for settings and select the Chart of Accounts.

Step 2. In this step, you should choose the undeposited funds and click on View Register.

Step 3. Under View Register, go to the Ref No. and Type column and select the Deposit that you want to delete.

Step 4. Now click on delete and then Yes to finalize the process.


How can I see a Detailed Deposit Report in QuickBooks Online?

You need to go to the ‘Reports’ and type ‘Deposit detail’ in the ‘Find Report by name’ field. Now specify the reporting period and click on Run report.

What will Happen once I Delete the Deposit from the QuickBooks?

Once you delete the deposit, the payments are reverted to the undeposited fund account. That means you will have to create anew deposit for the again.

How can I clean-up undeposited funds in QuickBooks?

You need to go to the lists > Chart of Accounts > double-click on undeposited funds and double-click on the journal entry to open it and finally you can delete it by pressing control +D on your keyboard.

How can I Change or Correct the Deposit in QuickBooks?

Click on the plus icon from the top menu and select Bank Deposit that you wish to edit, now choose the correct account, date, currency, transactions, etc. and click on save and close.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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