How to move an invoice and payments rec'd to another customer

Thank you for bringing up this issue, @Apples521. Yes, given that the estimate and invoice were created incorrectly, we can change both to the sub-customer A1. However, it's important to note that the payments received will not automatically update to sub-customer A1. To address this, we'll also need to reassign the payment to the sub-customer. I'm here to help guide you through this process step-by-step to resolve this together.

To begin with, let's update the estimate from customer to sub-customer by following the steps below:

1. Go to the Sales menu and select All Sales.
2. Locate the correct estimate and click View/Edit in the Action column.
3. Modify the customer to sub-customer.
4. Click Save & Close.

Next, let's modify the Invoice:

1. Find and select the Invoice you want to modify.
2. Click the View/Edit in the Action column, then change the customer to sub-customer.
3. Once done, select Save & Close.

Finally, re-link the Payment by adjusting the customer details:

1. In the Action column, click View/Edit for the Payment associated with the Invoice.
2. Change it the customer into sub-customer.
3. Select Save & Close to complete the process.

Here’s an additional resource about converting estimates to invoices: Convert an estimate into an invoice in QuickBooks Online.

With regards to your second question about journal entry, I recommend you consult your accountant for further guidance regarding to your invoice or estimates to ensure your financial records stay accurate.

Your accountant can provide specific instructions on how to execute this properly while maintaining compliance with accounting standards. If you don't have one, you can use our Find-an-Accountant tool to look for an expert near you.

For further guidance with invoices, consider the following helpful articles:

• Set up and send progress invoices in QuickBooks Online.
• Add project estimate summaries to a progress invoice in QuickBooks Online.
• Send invoice reminders automatically or manually in QuickBooks Online.

Additionally, I recommend using QuickBooks Live Bookkeeping Assisted for enhanced accounting services. Our experts will assist with categorizing, matching, and reconciling your transactions, which will save you time and allow you to focus on growing your business.

If you have any more questions about converting your estimates to invoices, feel free to post your queries below, and I'll respond as quickly as possible!