Running QB pro 2006
I have a customer that I had started out just putting under "CASH" which I use for the occasional walk in. He has now turned into a regular customer. I created a new customer for him. I would like to change all the old invoices over to the new name, however, when I edit an old invoice from "CASH" to "ABC Corp" then QB deletes the payment to the old invoice. I don't know where it puts it either. Is there a way to do this? Easily?
Maybe 10-20 invoices over the last 2 years.
Check the CASH customer for the payment. Pull up the payments that are related to the ABC Corp and point them to the new customer. You'll see the unpaid invoice that was paid. Apply that payment to the ABC corp invoice and save it. You probably should do this one invoice & payment at a time.
Thanks, I will try this out as soon as I get some time.
Randy.
I would suggest correcting the payments first, i.e. by going into each invoice, clicking on History, then double-clicking on the payment. If you're going to create unlinked transactions, better to let them be invoices, which always have an invoice number.
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