How to Fix Item Receipts in Quickbooks
A single inaccurate record can prevent your company accounts from balancing at the end of each fiscal period. If you’ve incorrectly recorded a sales receipt in QuickBooks business accounting software, you can fix the problem by editing the receipt when you realize the mistake. Once corrected, QuickBooks updates your account register with the new receipt and adjusts the final account balance to reflect the changes.
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Instructions
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1
Launch QuickBooks. Click “Lists” in the top navigation menu. Select “Chart of Accounts” from the context menu.
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2
Scroll through the list of account registers and find the account that contains the incorrect receipt. For most companies, this is the “Accounts Receivable" register. Double-click on the account name to open the register in the new window.
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3
Locate the receipt that you want to edit. QuickBooks displays the account’s transactions in date order, with the most recent transaction at the bottom of the screen. If it’s easier to find the receipt by customer name or receipt title, click the “Customer” or “Item” tab at the top of the window to change the transaction display.
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4
Double-click the transaction to open the details in a new dialog window. Highlight and delete the incorrect information in any of the fields, which include the receipt amount, charge rate, quantity, customer name, item description and receipt date.
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5
Click the “Save and Close” button to save your changes and exit the receipt transaction dialog box.
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Tips & Warnings
If you know the name of the customer, you can also edit receipts from the QuickBooks Customer Center. In Step 2, click “Customers” in the main menu, and then select “Customer Center” from the context menu. Double-click on the customer name in the list to open all transactions, including receipts, associated with that customer.
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