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Lori Lynn
January 25, 2024
Question

Customer credit showing in A/R

  • January 25, 2024
  • 1 reply
  • 0 views
I had a credit for a customer and was showing correctly on Accounts Receivable report.   It was time to create an invoice for that customer.  When I did, QB online automatically applied this credit to the invoice.  All is good on that end.  However, why is the credit balance still showing up on the A/R report?    I would have thought when QB applied the credit to the invoice, it would have cleared itself from this report.   What is the last step in this process to get it removed from A/R report?
 

1 reply

MorganB
MorganB
January 25, 2024

Welcome to the Community, Lori Lynn.

 

Thanks for bringing your question forward. I'm happy to lend a hand with getting the credit balance removed from the Accounts Receivable (A/R) Report in your QuickBooks Online account.

 

As an initial troubleshooting step, I recommend clearing the browser cache. The cache is in place to store frequently used data to make loading web pages quicker and easier. Clearing it will remove anything that's preventing the report data from updating. Here's how to get this done if you're using Chrome for example:

 

1. At the top right, click More (three vertical dots).
2. Click More tools and then Clear browsing data.
3. At the top, choose a time range. To delete everything, select All time.
4. Check the boxes next to "Cookies and other site data" and "Cached images and files."
5. Click Clear data.


The following article provides similar steps for other browsers: Clear cache and cookies to fix issues when using QuickBooks Online

 

Please give these steps a try and run the report once more. I'll be here if you have any other questions. Take care!

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