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February 22, 2024
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Customer account shows $0 open, but $33 overdue

  • February 22, 2024
  • 1 reply
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I just converted from QB Desktop to QBO Advanced.

I have a customer that is current. But QBO is showing an overdue.

This is related to a bounced check she had.  At the time I followed the directions to do a JE and received an new check from her, that applied to the invoice.

Best answer by Carneil_C

Help has arrived, @bobbieme.

 

I'll ensure you'll be able to zero out the overdue balance on your customer's account in QuickBooks Online.

 

One reason why the program shows a balance is open invoices. That is why the payment is showing as unapplied in the visual reference you've provided. What we can do is to check if you have open invoices and apply those payments by recording them.

 

I'll show you how:

 

  1. Go to +New, then choose Receive Payment.
  2. From the Customer dropdown, select the name of the customer.
  3. On the Payment method dropdown, choose the payment method.
  4. From the Deposit to dropdown, select the account you put the payment into.  
  5. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
  6. Enter the Reference no. and Memo if needed.
  7. Click Save and close.

 

This detailed guide provides extra information on how to receive and record invoice payments in QuickBooks.

 

Also, this article might be helpful in the future to learn about recording payments: Record invoice payments in QuickBooks Online.

 

We're more than willing to help if you have any other concerns with invoices or transactions in QuickBooks Online. We wish you the best. Stay healthy always.

1 reply

Carneil_CAnswer
February 22, 2024

Help has arrived, @bobbieme.

 

I'll ensure you'll be able to zero out the overdue balance on your customer's account in QuickBooks Online.

 

One reason why the program shows a balance is open invoices. That is why the payment is showing as unapplied in the visual reference you've provided. What we can do is to check if you have open invoices and apply those payments by recording them.

 

I'll show you how:

 

  1. Go to +New, then choose Receive Payment.
  2. From the Customer dropdown, select the name of the customer.
  3. On the Payment method dropdown, choose the payment method.
  4. From the Deposit to dropdown, select the account you put the payment into.  
  5. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
  6. Enter the Reference no. and Memo if needed.
  7. Click Save and close.

 

This detailed guide provides extra information on how to receive and record invoice payments in QuickBooks.

 

Also, this article might be helpful in the future to learn about recording payments: Record invoice payments in QuickBooks Online.

 

We're more than willing to help if you have any other concerns with invoices or transactions in QuickBooks Online. We wish you the best. Stay healthy always.

bobbiemeAuthor
February 23, 2024

Wow, so simple.  Hopefully, as I learn QBO) online, I'll be able to recognize what needs to be done!!

Thank you for your help and I appreciate the promptness 🙂

February 23, 2024

Hi there, @bobbieme.

 

I'm glad to hear that my colleague, was able to assist in finding the solution to your duplicate transactions in managing your roles in your QuickBooks Online (QBO) account.

 

Don't hesitate to contact us if you need help managing your invoices or any QBO-related inquiries. I'll be here to assist you at any time.