Can I create a credit memo dated 2017 today (2019). I do not want the credit to appear in the 2019 fiscal year. Is this possible?
Hello there, CandE1983.
You can create a credit memo and date it for 2017. However, the amount will show in the customer's total balance and add up as beginning balance in your balance sheet.
Additionally, if you've enabled the auto-credit option, the credit memo will apply to your open invoices automatically.
Please refer to this article for more information: Record a credit memo or refund in QuickBooks Desktop.
You might also want to check out this article for future help: Resolve a Balance Sheet out of balance in Cash basis.
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