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January 6, 2022
Question

How can I erase old undeposited funds

  • January 6, 2022
  • 1 reply
  • 6 views
No text available

1 reply

Jessica_young
Level 4
January 6, 2022

Hello, @araceli4h.  I'm happy to share some information on how you can get rid of these undeposited funds.  You'll want to edit the Deposit to account for the recorded payment. This removes the transaction that shows up in the bank deposit section.

 

Here's what you'll do:

  1. On the left panel, click Sales and select Customers.
  2. Click the customer's name and look for the payment.
  3. In the Receive Payment page, change the account from the Deposit to drop-down list to any bank account.
  4. Click Save and close.

When you go back to the Bank Deposit page, you will no longer see the payment. 

 

 

To read more about this, you can check out this article: Deposit payments into the Undeposited Funds account in QuickBooks Online.

 

Let me know if you have remaining questions, I'm here to help!