Finding, changing, reversing and/or removing Receive Money transactions

Receive Money Overview > Finding, changing, reversing and removing Receive Money transactions

Note: Using bank deposits of undeposited funds

The steps for finding, changing, reversing and removing bank deposits of undeposited funds work somewhat differently than Receive Money transactions applied directly to an account. See Finding, reversing and removing bank deposits of undeposited funds transactions for more information.

After you record a Receive Money transaction, you'll probably want to view the transaction again in the future. You may also want to find a recurring Receive Money template.

You can change and delete Receive Money transactions if your transactions are changeable. You can reverse transactions if your transactions are unchangeable. To learn if your transactions are changeable or unchangeable, see What are changeable and unchangeable transactions? for more information.

When you delete a transaction, the transaction is removed from your records. When you reverse a transaction an opposite transaction is created which removes the effects of the incorrect transaction from your records. Then, if you want, you can enter a new, correct transaction to replace the transaction you removed or reversed.

Once a bank deposit of undeposited funds has been recorded, the receipts on the bank deposit can only be reversed; they can't be deleted. If you want to reverse a receipt that was recorded on a bank deposit for undeposited funds, you'll complete some additional steps. When a payment is recorded in this manner, it is first recorded in the undeposited funds account and then the amount is transferred to the bank account when the bank deposit is recorded. While reversing the payment removes the payment from the undeposited funds account, the additional steps are needed to remove the payment from the bank account.

Click below for the step-by-step procedure:

To find a Receive Money transaction

To find a recurring Receive Money template

To display a list of recurring Receive Money templates

To change a Receive Money transaction

To change a recurring Receive Money template's name and/or frequency

To change a recurring Receive Money template's line items and additional information

To remove a Receive Money transaction

To remove a recurring Receive Money template

To reverse a Receive Money transaction

To reverse a receipt recorded on a bank deposit for undeposited funds