![]() In the search field, type Payments and Invoices and Deposits they are linked to.Go to the Reports menu and select Report Center.In QBDT, you can consider running the Payments and the Invoices and Deposits they are linked to. You can filter the date in the Report period section or Customize it to view specific data. ![]() Since you mentioned that there were no credit memos and unused credits for the customer, let's run the Invoices and Receive Payments report in QBO to check for any incorrect payments and we can then correct the payment there, instead of deleting it. However, I don't want you to go empty-handed so I'm going to provide you on how we can rectify this issue. No worries, I'm here to chime into this conversation to assist you further in deleting or correcting unused credits and overpayments.īefore I start, would you mind if I ask what product are you currently using? This is for me to provide you with an accurate solution appropriate to your product since the steps are both from QuickBooks Online (QBO) and QuickBooks Desktop (QBDT). Hello there, off, I'd like to appreciate you for taking the time to read and follow the steps provided in the thread. If you have any other questions about your customer's existing credits, let me know by adding a comment below. Delete the transactions that cause duplicate credits.įor more tips about handling your QBDT reports, open this article: Customize reports in QuickBooks Desktop.Īdditionally, here's how you can get more resources about handling your accounts receivable workflows in QuickBooks: Get started with customer transaction workflows in QuickBooks Desktop.Filter the dates, then choose the Transaction Type you want to display from the Customize Report menu. ![]()
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