How to Undo a Payment in QuickBooks

If a user has allocated money to the wrong invoice in QuickBooks and synchronized that with Arthur this will create two problems:

1. An incorrect match of a payment in QuickBooks.
2. A corresponding allocation of the invoice in Arthur.

Step 1:

Find the payment made in QuickBooks: Banking > In QuickBooks; and then click “Undo” on the payment that has been incorrectly matched (this will return the payment back to the “For Review” tab.

Step 2

Once you have done this, go back to Arthur to synchronise:

Step 3:

The charge should now be unallocated and the receipt voided on the original statement in Arthur.