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S
SS-SU
May 21, 2024
Question

How to match a credit note and invoice from one remittance.

  • May 21, 2024
  • 1 reply
  • 0 views

We have received a payment in from a council, their remittance advise shows they are taking a credit note £-56.26 from one account lets call them (alpha) and paying another customers invoice £300.00(beta). the payment in is £243.74 and I cant find how to match this payment with the credit note and invoice. any advise?

1 reply

G
GeorgiaC
May 21, 2024

Hello and welcome to the Community, SS-SU

 

We'd be happy to share some guidance on recording transactions in QuickBooks Online. 

 

Do you have two customers created in QuickBooks, e.g. for Alpha and Beta, with the credit note entered under Alpha? 

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