Payments
Hi there, @Eve2019.
I appreciate you following the steps shared by my colleague to record the transaction correctly in QuickBooks. Allow me to step in for a moment and help with the open invoice.
Step 2 provided above should fix the open transaction and mark it as paid. If this is not the case, make sure you don’t have an existing invoice when performing the solution.
After creating a Barter account, you’re advised to make an invoice and receive payment against it. If you already have one and enter another instead of applying the payment directly, the customer profile will show an open balance.
You can remove the $200 by deleting the previous invoice. The instructions given by @Anonymous should take care of recording this entry in QuickBooks.
Here’s how to delete the transaction:
- Go to Customers menu and select Customer Center.
- Select the customer name.
- Choose the Transactions tab and select Invoices from the Show drop-down.
- Locate the invoice and open it.
- Click Delete at the top of the Create Invoice screen.
- Hit OK on the pop-up to delete the transaction.
Refer to this article for more information: Delete transactions by batch using Batch Delete/Void Transactions.
This should get you on the right track.
Leave a comment below and let me know if this corrects the issue. I’m always here to assist you. Have a good one!
