Deleting a record situate in QuickBooks is pretty easy, whether you ’ re using QuickBooks Desktop Pro, QuickBooks Desktop Premier, QuickBooks Enterprise, or QuickBooks Desktop Accountant. If you don ’ t have your QuickBooks Desktop product so far, we compare all QuickBooks Desktop versions to help you decide.
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Visit QuickBooks Desktop
The stick to video recording tutorial is based on QuickBooks Desktop Premier, but the process is basically the same for Pro and Enterprise .
Why Delete a Deposit in QuickBooks Desktop
There can be several reasons why you need to delete or undo a situate in QuickBooks Desktop. These include the following :
- Incorrect checks added to the deposit
- A duplicate deposit is created
- Added a deposit to the wrong customer
To delete a down payment in QuickBooks Desktop, follow these steps :
- Select check register.
- Find the deposit.
- Delete or void the deposit.
1. Select Check Register
Go to Check Register under the Banking menu on your QuickBooks Desktop home page. You can besides tap on the Banking menu on top of the shield, and then click Use Register from the drop-down list :
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2. Find the Deposit You Want to Delete
following, choose the bank account where the incorrect situate was recorded from the Select Account drop-down menu :
From the check record, find the sediment that you want to delete. As you can see in the screenshot below, many deposits originate from the undeposited funds account. The undeposited funds account accumulates checks as they are received and applied against Sales Receipts or Invoices. Checks from the undeposited funds account are then combined into a single deposition transaction when deposited in the bank. If you delete that sediment, then all the checks included in that situate should reappear in the undeposited funds account :
3. Delete or Void the Deposit
After selecting the deposit to delete, the depository screen will appear, as shown below :
You will notice that there is no edit button on the deposit screen. To delete your sediment, suction stop on the Edit menu on exceed of the riddle, and click on Delete deposit :
While you can delete the deposit, you can see that there is besides an option to void it. When you delete a sediment, it is removed wholly from QuickBooks. however, voiding a down payment turns the measure to zero, but the transaction is hush recorded in QuickBooks .
To void a depository, click on the Void Deposit drop-down under the Edit menu :
Click Save & Close, and then click Yes if QuickBooks asks you to confirm the change .
The checks included in the edit deposit return to the undeposited funds account, which can be found on record Deposits under the Banking menu :
now that the customer checks have been returned to the undeposited funds screen, you can edit, delete them, or combine them into another new down payment .
Delete a Deposit When Not Made From Undeposited Funds
While I recommend always running your deposits through undeposited funds, the alternative is to record a check mark being immediately deposited in your bank report when received. For exemplify, when receiving a discipline against a customer invoice, you can choose to deposit the check immediately. The action for deleting this deposition is the like as the above steps. The difference is rather than appearing in the undeposited funds account after deletion, the customer ’ sulfur determine will be deleted and any invoice it offset will now have an receptive balance .
Wrap Up
Congratulations on completing our lesson on how to delete or void a deposit in QuickBooks Desktop. If you are considering a switch to QuickBooks Online, be certain to check out our tutorial on how to convert QuickBooks Desktop to QuickBooks Online .
