Learn how to set up a payment in QuickBooks to record customer payments, vendor bills, or other transactions accurately, ensuring your financial records are organized. Using QuickBooks set up payment helps streamline your cash flow management and maintain balanced books.
Go to Receive Payments under + New > Customers.
Choose the payment method in the Receive Payment window.
Record the payment via + New > Vendors > Pay Bills.
Save the payment details.
Verify the payment in Reports or Expenses.
Click the Undo or Unreconcile button (the exact wording may vary depending on your QuickBooks version). A confirmation prompt may appear—confirm that you want to proceed. This action will remove the reconciliation status from the transaction, allowing you to make changes.
Click the Undo or Unreconcile button (the exact wording may vary depending on your QuickBooks version). A confirmation prompt may appear—confirm that you want to proceed. This action will remove the reconciliation status from the transaction, allowing you to make changes.
Tips: If “unhide” button is missing from your options, contact your Account Manager to give you user access.
