How to revised an opening balance for a customer. After doing an invoice, the opening balance was somehow replaced.

Hi there laurie-miller-bc,

Making sure that your customer's balance is correct is a vital part of managing your sales. Quickbooks online is a great tool that allows you to create and send invoices from the same software all the while having those sales be already incorporated into your books. I can provide some assistance in adjusting an opening balance for a customer.

In order to add an opening balance to a customer, you can create a journal entry. Click on the +New icon, then select Journal Entry. One line of the entry will need to affect your Opening balance equity account, and the other account would be the Accounts receivable (A/R) account, with the name of your customer in the name column. Write the amount you want to adjust in credit for one line and debit for the other line, and Save. If the adjustment subtracts money instead of adding it to your customer profile, you can edit the journal entry to reverse the credits and debits of each line.

If you have any other questions, feel free to reach out here.

Hello @laurie-miller-bc ,

This may be a date problem.  Ensure that the first customer transaction for that customer is dated after the opening balance date.  If it is dated prior to the opening balance for that customer, then the opening balance will adjust itself accordingly.