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Reverse Payouts with Quickbooks

How to correct mistakes and reverse payouts when connected with Quickbooks.

Shandara Hart avatar
Written by Shandara Hart
Updated over 2 years ago

Every once in a while, mistakes are made, and you need to recover something in the software. Fortunately, payouts can be reversed in Ricochet and bills can be deleted in QuickBooks.

This is a two-fold process:

In Ricochet,

    • Click Reports

    • Click Payout History

    • Use the Pick Date to find the payout needing reversed

    • Click the 3 lines with 3 dots to the far right to Expand All or Individual Payouts

    • Click the red trash can icon

      NOTE: An alert will pop up asking you to confirm this action.

In QuickBooks,

  1. Find your bills in Expenses

  2. Click the Vendors tab

    NOTE: You will have to go through each individual payout you want to reverse and remove them from QuickBooks.

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