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July 10, 2024
Question

Adding Customers Credit Opening Balance

  • July 10, 2024
  • 2 replies
  • 0 views

I need to add some customers to my Quickbooks who are bringing over a credit balance. How do I enter them?

 

Thank you, 

2 replies

FishingForAnswers
July 10, 2024

@TerriFoust24  When you open the Customer Center and click the 'New Customer' line under the 'New Customers & Jobs' button in the top left of the Customer Center window, the New Customer window will open.

 

In the top left of the New Customer window, you will find a text box labelled 'Opening Balance' directly under the 'Customer Name' text box.

July 10, 2024

Hi there, TerriFoust24. I can help you add customers with credit opening balances in QuickBooks Desktop (QBDT).

 

You can add a customer by going to the Customer Center. Then, click the New Customer & Job dropdown. You can also follow the steps provided by FishingForAnswers, which is correct too.

 

In addition, you can refer to this article to learn how to record paid invoices in QBDT: Take and process payments in QuickBooks Desktop.

 

Get back to this post if you still have concerns about adding a customer in QBDT. I'm always here to help you.