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C
Claussen
October 26, 2023
Question

Invoicing and make payments

  • October 26, 2023
  • 1 reply
  • 0 views

I have a customer that has different locations, so they are separated out in QuickBooks Online.  One of the locations as a overpayment on the books and I need to apply the deposit received to the other customers.  How can I do this?

Example of money received:

1st Location as a credit balance of ($3,000.00)

1st Location paid invoice for $1,931.76

2nd Location paid invoice $238.78

3rd Location paid invoice $2,153.96

Net Deposit of $1,324.50

 

How can I applied this payment received?

1 reply

J
JamesM4
October 26, 2023

Hello Claussen, 

 

Glad to have you connect with us here. QuickBooks is a robust program that helps you to manage your accounting with ease. I'll be glad to share more info so you're on the right track with your work. 

 

In order to manage your transactions the correct way, I recommend consulting an accounting specialist for expert advice. This ensures your books remain accurate while you continue to manage your work with peace of mind. You can also get in touch with a professional using this link here. Other accounting professionals are able to see this post in the Community and this will allow them to chime in. In the meantime, feel free to check out this helpful article that shows you how to: Handle a customer credit or overpayment in QuickBooks Online. 

 

Let me know if this info helps. I'm here to steer you in the right direction with navigating the program.

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