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M
Mick Clayton
August 12, 2021
Question

how do i clear an unknown credit from quick books

  • August 12, 2021
  • 1 reply
  • 0 views

I have raised an invoice for an existing customer but there is a credit (possible miss match from before) of £20.00 and I need to remove the credit before I invoice them.

Any suggestions?

Thanks in advance Mick

1 reply

Angelyn_T
Angelyn_T
August 12, 2021

You can delete the credit transaction to clear or remove it from your record, Mick. I'm here to guide you on how.

 

  1. Open your QuickBooks Desktop (QBDT) company file.
  2. Go to the Customers tab, then select the customer's name where the credit is recorded.
  3. From the Transactions tab, filter the dates to All, and the Transaction Type to All or just Credit Memo.
  4. Select the transaction from the result.
  5. Once the transaction is open, click on Delete and hit OK.

 

From there, the credit will no longer pop up when recording a new invoice.

 

Moreover, you can check out the topics from this link for more tips and resources while working with your customer transactions in the future: Get started with customer transaction workflows in QuickBooks Desktop.

 

If you have any other questions about clearing out existing customer credits, let me know by adding a comment below. I'm more than happy to help. Have a good one!

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