QuickBooks HelpQuickBooksHelpIntuit

Apply a journal entry credit to an invoice in QuickBooks Online

by Intuit Updated 3 days ago

When you need to update an unpaid invoice, you can apply a journal entry credit to that invoice.

First, create a journal entry using Accounts Receivable as the associated account, and select the customer's name from the Name column.

Then, apply that journal entry as a credit to your customer's unpaid invoice.

  1. Select + New.
  2. Select Receive payment.
  3. Select a customer.
  4. Under Outstanding Transactions, select the invoice.
  5. Under Credits, select the journal entry to apply it as a credit.(Note: The Credits section only appears if there is an unapplied customer credit. Make sure to record the journal entry correctly.)
  6. Select Save and close.
QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this