Charies_M
Moderator

Manage customers and income

I appreciate you sharing some clarifications regarding your concern, ShannonFord.

 

Let's get this straightened out for you. Since there's no payment yet attached to the invoice, there's no need to delete it. Instead, you can edit it. I'll show you the steps on how to do it:

 

  1. In your QBO account, go to the Sales menu.
  2. Choose the Invoices tab.
  3. Select the transaction you want to transfer and click the Edit invoice button.
  4. Make the necessary changes.
  5. Click Save.

In addition, let me attach this link to help you with the process of entering invoice payments in QBO: Receive and record invoice payments

 

I'm leaving you some recommended resources for more tips on how QuickBooks works: Help Articles.

 

Be sure to get back to me if you have additional questions. It would be my pleasure to help. Have a good one!