In Today’s era, it has become very important to handle customer payments for better cash flow, removing the delay in payment, and having proper financial records. Xero vs quickbooks, both are powerful tool for properly controlling the money transactions in a company. It is safe and fast in handling the financial record.
About Customer Payment in QuickBooks
You can install QuickBooks Desktop, which is a powerful tool that is used by most small and large companies to manage the problems that they face during work. QuickBooks can help in managing the payment and lookover the payment details. Businesses also need a powerful tool for managing customer payment details. QuickBooks provides a tool for controlling and handling payment transactions in a business. There must be some situation in which you have to delete some customer payment details to stop facing errors like duplicate entries, wrong amount field, if a payment fails or bounces.
Reason for Deleting Customer Payment Details
Sometimes QuickBooks deletes some customer payment details for some reason, like:
- If you have entered a duplicate entry
- If you have entered the wrong amount
- If you have paid the incorrect individual
- If there is an incorrect date entry
Deleting a customer payment in QuickBooks Online
You can delete the customer payment in QuickBooks Online by following some simple and easy steps:
STEP 1) First, log IN to your QuickBooks online account with your ID and password.
STEP 2) Once you log in to your account, go to the sales menu and select the option All Sales.
STEP 3) After that, click the option money received to locate the payment you want to delete.
STEP 4) After doing this, choose the right payment option that you want to delete.
STEP 5) When you find that data, open it.
STEP 6) Once the payment option is open, scroll down and click the more option that is present there.
STEP 7) Once you open more options, there is a delete button you can click that button and then press confirm
How to Remove a QuickBooks Desktop Customer Payment
Deleting an Account from QuickBooks is quite easy and simple:
STEP 1) First, sign in to your QuickBooks account using your ID and Password.
STEP 2) Move to the sale menu
STEP 3) Once you reach the sales menu, search for the customer.
STEP 4) When you find the particular transaction, open it.
STEP 5) Then scroll to the top of the page, click on the menu option, where you will find an option to edit.
STEP 6) Click the delete option that appears after selecting the edit option.
After deleting, how to apply correctly
After deleting the wrong payment detail, you need to reapply the correct payment detail for the customer. For that, you can follow the steps:
STEP 1) You have to log in again and scroll up.
STEP 2) Once you scroll up, you find a plus icon there.
STEP 3) Once you press the plus icon, then press Receive Payment.
STEP 4) After that, enter the customer name and the Bank details.
STEP 5) Properly verify the account and check the details.
STEP 6) Check all details to which you want to give payment.
To read more free article ( Click Here )
