Skip to main content
H
Hannah441
July 11, 2023
Question

Clearing old journals and associated payments

  • July 11, 2023
  • 1 reply
  • 0 views

We have converted to QB online and its bought over loads of old transactions which I need to sort.

I raised journals on desktop as we started a new company and needed to set up opening balances for customers and suppliers.  When we received payments or paid bills I then applied them to the journals.  The problem now is that QB online has these journals and payments as uncleared and they are appearing on statements etc.

I have sorted the customers as I can go into receive payments and clear them that way but am having trouble doing the same with the suppliers.  On desktop you could go into pay bills and sort but online it won't let me do it that way.

 

Does anyone know please?

 

Thank you in advance.

1 reply

G
GeorgiaC
July 11, 2023

Hi Hannah441, thanks for joining the Community. 

 

You can create a cheque on the supplier page to tie-off the journals and open bills. To do this, select + New transaction > Cheque - from the 'Add to cheque' panel that appears on the right, select Add on all which apply. The bill will then show on the cheque under 'outstanding transactions' and the JE will show under 'credits'. The total value of the cheque will be zero if both amounts are the same - after checking this, save & close. Hope this helps!

Terms & ConditionsAccessibility statement