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How to Delete Payment from Quickbooks That Has Already Been Linked to a Bank Account?

Objective:

  • Remove payment from Quickbooks Online that has already been linked to a bank account, and therefore, deleting the payment from Clio won't delete it from Quickbooks Online

Environment:

  • Quickbooks Online

Additional Information:

Procedure:

  1. Go to Banking and select the bank account where you deposited the funds
  2. From the Reviewed tab, locate the deposit transaction you added.
  3. Click on Undo

See additional information here.

 

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