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June 14, 2023
Question

Changing customer job on a bill

  • June 14, 2023
  • 1 reply
  • 0 views

Hello,

Hopefully someone can help me with this.  With bills that are linked to a specific PO, if the item is no longer needed for the Customer Job on the PO and it's returned to our inventory, what's the best way to make that adjustment?   Can I just overwrite the Customer Job or will that somehow mess up the GL ?  I've attached a copy of a bill which I need to show going back to our inventory.  Please help.

 

Thanks,

Rowena

1 reply

June 14, 2023

Hi RCID-Accounting,

 

Thanks for reaching out here.  QuickBooks has many valuable features to complete your daily bookkeeping tasks with confidence.  To ensure you're able to return your inventory items without causing a negative impact in your books, I recommend contacting us outside of Community.  This will allow a member of our Customer Care team to navigate with you in real-time, and provide the available options for recording the adjustment seamlessly.

 

Please don't hesitate to reach out again, should any other questions come to mind.  We'd be happy to help!