Due to credit that was obviously done incorrectly, I have an account that continually shows a zero balance on ageing. What's the best way to clear this out? Meaning, how do I remove this so that this customer no longer shows up on reports with zero balances? Thanks in advance. Paul
Go to Receive Payments, and select the customer. Highlight the invoice (don't try to add a tick to select it, just highlight it). Apply the credit to the invoice that has not yet been cleared.
This will create a zero payment that you will need to "deposit" to a bank account so it can be reconciled and not clog up your undeposited funds window.
Bob Williams
Go to Receive Payments and put the name of the customer. Now highlight the relevant Invoice to which you want to apply the credit to and click on 'Set Credits'. QuickBooks will automatically the full credit. Click on Done and Save it.
Mike Block - QuickBooks Tax Cut C.P.A. > Due to credit that was obviously done incorrectly, I have an account that
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