I have 2 open invoices on my books from years ago. The balance in my receivables is zero but I would like to clear them off. They are for the same customer.
General Journal: $888.73
Credit Memo: $13,091.64
Total: $12,202.91
I cannot figure it out. I realize they are mismatched but any attempt I make to clear them just creates a bigger mess with more outstanding.
Thank you.
Hi Glenda7,
I appreciate wanting to make sure you're able to clear out those amounts without negatively impacting your books. For that reason, I recommend reaching out to an accountant to determine the best way to do so.
If you don't already have an accountant, you can find one by visiting our Find an Accountant page. There, it's as simple as entering your postal code and finding a QuickBooks-savvy accountant user who is a part of our ProAdvisor program. They know the ins and outs of the program and will be able to work with you on this.
In the case you already have an accountant, you can make and send them what's called an Accountant's Copy of your company file. This will allow them to work in your books and make whatever changes they need. Learn more here: Create an Accountant's Copy of your company file in QuickBooks Desktop
Have a great weekend!
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