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brayleeg
January 30, 2024
Question

wrong business paid

  • January 30, 2024
  • 1 reply
  • 0 views

Hello, I used to have a sole proprietorship, and then started a new business. A client that works with both paid my new business for invoices made to for the proprietorship. I have since transferred the money to the correct account but the customer now shows a credit of course. How to I show that I now transferred the money back to where it belongs and not have a credit on their account?

1 reply

T
Trish_T
January 30, 2024

Hello brayleeg,

 

Welcome to Community!  It's great to hear that you've taken the steps to correct the funds in your account.  QuickBooks Online enables you to adjust the customer account and remove the credit effortlessly.  I'd be glad to assist!

 

To balance the customer account, you'll need to remove the original payment.  Here's how;

 

1. From the left menu, open +New then Invoice

2. Click on the history icon in the top left (looks like a clock)

3. Scroll down and hit View more

4. Select the invoice from the list to expand the view

5. In the top right, you'll see the Payment, click on that to open the payment history for this invoice

6. Click on the Date for the payment you need to remove

7. At the bottom, open More, then Delete

This will detach the payment from the invoice and remove the credit/overpayment, so the customer balance is accurate and aligned with your bank register.

 

Should you require additional assistance, please don't hesitate to contact us outside of Community.  We would enjoy the opportunity to work with you in real time, and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

Feel free to reach out again, with any other questions.  We would be happy to help!

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