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R
rzachow
May 2, 2023
Question

Customer balance credit needs to be deleted

  • May 2, 2023
  • 1 reply
  • 0 views

Hi Community - 

I am using QBO Simple Start. A customer is showing an "open balance" credit that they don't actually have. All their invoices have been paid and when I run a report the total only shows me the balance due for one open invoice, which hasn't been paid yet. I tried looking for the customer opening balance and I didn't find any discrepancies. I think this happened when switching from QBSE to QBO. What is the best way to get rid of this error? Thank you in advance.

1 reply

T
Trish_T
May 2, 2023

Hi rzachow,

 

Welcome to Community!  QuickBooks Online is a dynamic program, providing the features you need to accomplish your goals with peace of mind.  It's important that your customer accounts are accurate.  I'd be glad to assist!

 

In this situation, I suggest reviewing the customer profile, to see if you need to edit an opening balance.  Here's how;

 

1. From the left menu, open Sales and then Customers

2. Enter the customer name in the Search field

3. Hit Edit to expand their profile

4. Scroll to the bottom and adjust/remove the customer's Opening balance

5. Make any necessary changes to the As of date

6. Hit Save

 

If there's a credit memo that isn't needed, you can delete it by following this steps;

 

1. From the left navigation menu, select +New and then Credit memo

2. Click on the history icon (circular arrow, resembles a clock) in the top left

3. Scroll down and hit View more

4. Enter Search fields to search by Customer name

5. Use the dropdown menu to set a Date Filter and hit Apply

6. Locate the credit memo and click on it to expand the view

7. Verify all information including the Status and associated Payments

8. When you've confirmed the credit memo can be void/deleted, scroll to the bottom and hit More

9. Choose your option.  A message will appear; This transaction is linked to others. Are you sure you want to delete it?

10. Hit Yes to continue

 

Please don't hesitate to contact us if you require additional assistance.  We'd love the opportunity to work with you directly, and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.

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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

If you have any other questions, feel free to reach back out.  We're always happy to help!

 

 

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