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Felix02
New Member
April 5, 2024
Question

Write off

Hi

A customer made an overpayment of £0.60p.  Each month if is marked off again an invoice.  They have asked if I could write the 60p off, how do I do this?

 

Many thanks in advance

5 replies

Erika_KQuickBooks Team
QuickBooks Team
April 5, 2024

Greetings, Felix. 

 

I'm here to ensure you can write off your customer's overpayment. No worries, this is quick and easy. 

 

Let me show you how: 

 

  1. From the Customers menu, click Create Invoices.
  2. Choose the customer name in the Customer:Job field.
  3. Select Minor Charge-Off in the Item field and enter the amount of overpayment.
  4. Hit Apply Credits.
  5.  Choose the credit in the Available Credits section (The amount of credit should match the amount of invoice).
  6. Click Done to close the Apply Credits window.
  7. Once done, hit Save & Close.

 

Check out this article for more info: Write off customer and supplier balances. 

 

Moreover, I've included a list of helpful articles to help you handle your sales transaction in QuickBooks Desktop (QBDT): 

 

 

Keep me posted if you have additional queries about managing your customers in QBDT. I'll be around to offer a helping hand. Keep safe and have a good one!

Felix02Author
New Member
April 6, 2024

Hi Erika

Thank you for this, but it is not resolved, I do not have Minor Charge off, I am in the UK not sure it that makes a difference?

Sherrie_FQuickBooks Team
QuickBooks Team
April 6, 2024

Thanks for getting back, Felix.

 

Let me make it up to you and provide some ways by creating a minor charged-off item in QuickBooks Desktop (QBDT).

 

Here's how:

 

  1. From the Lists menu, choose Item Lists.
  2. Select the Item button and choose New.
  3. Choose Other Charge as the Item Type and select Continue.
  4. Enter Minor Charge-Off in the Item Name/Number field.
  5. Select Non-Taxable Sales in the Tax Code field.
  6. Choose Minor A/R and A/P Charge Off in the Account field.
  7. Hit OK to save and create the item.

 

Moreover, you can also seek assistance from your accountant if you need further guidance managing a minor charge-off item. If you don't have one, you can use our Find-an-Accountant tool to look for an expert near you. 

 

Furthermore, here's an article that you can browse through for you to be able to enter an opening balance for a bank, credit card, and other types of accounts in QBDT: Enter opening balances for accounts in QuickBooks Desktop.

 

Don't hesitate to let me know if you still have further queries managing charge-off items. I'd be glad to assist you at any time. Take care.

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