I can change the date, the reminders, etc. to memorized transactions, but I can't seem to change the actual invoice items. Is there a way to edit them?
I also have A/R items which I have credited [as non paying] and have zero balances but they are still showing up when I choose choose print invoices as items to be printed. How do I get rid of them???
Thanks Jeff ~~~~~~~~~~~~ Jefferis Peterson, Pres. Web Design and Marketing
No. The invoice itself was memorized so you can't edit the content. If a memorized item has permanently changed then delete the existing one and memorize the updated one.
Go to Customers, Receive Payments and cancel the invoice out with the matching credit. Sometimes this gets tricky in that QB won't let you select an invoice while leaving the amount received at zero. I don't know why it does this and its not every time for some reason. If it won't allow you to select the invoice with a zero amount in the received area then enter the amount of the invoice as received, select the invoice, click to apply existing credits, then go back and change the amount received to zero. Until you tell QB that the credit you gave the customer (even if its a journal entry to bad debts) applies to the invoice that exists it won't wipe them out of A/R.
When I go to this field and enter customer name, no invoice or amount pops up. In other words, in that area, there is no record of any balance...
Jeff
~~~~~~~~~~~~ Jefferis Peterson, Pres. Web Design and Marketing
The Mac software may be different, but in QB-Windows:
(1) There are 2 sets of data associated with a memorized transaction. One is information about WHEN the transaction will be recorded; apparently this is what Jefferis CAN edit. The other is the transaction itself. In QBW you can change the transaction detail by double-clicking to open it, make the desired changes, then memorize the altered transaction again (often referred to as "RE-memorizing"). You will be prompted to choose between replacing the original transaction or memorizing it as a new transaction without replacing the original. Thus it is not necessary to delete the original transaction. Maybe the Mac version is different.
(2) To select an invoice for application of a credit, without recording a new payment amount, click anywhere on the invoice line EXCEPT the left-most (checkmark) column. Again, maybe the Mac version is different.
transactions, but I
enter the
apply
So the issue is that they are not PRINTED, you don't have a problem that they are not marked "PAID"?
Open the invoice and click to remove the "To Print" notation. At least that's how it works in QBW, maybe the Mac version is different.
amount pops
balance...
I had to go into the A/R Register and delete both the invoice and the credit memo to clear my files. Since it was last year's unpaid balance, I guess it doesn't matter. I can't deduct it anyway, since I'm a cash basis Sched C. Jeff
~~~~~~~~~~~~ Jefferis Peterson, Pres. Web Design and Marketing
Its different for Mac.
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