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Best answer March 20, 2021
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Hi there, @ppizarcoff-gmail.
Thank you for posting here in the Community. I'm here to help you recover the data so you don't need to enter them again.
The system automatically creates an adjusting transaction for a customer with a non-zero balance. When you make it inactive, the status of the invoice will change to Paid (see sample screenshot below).
Since transactions aren't deleted, you can still recover the data. First, you'll need to find the customer profile and make it active.
Here's how:
- On the left navigation bar, click Sales.
- Go to the Customers tab.
- Find the customer.
- Press the name to open the profile.
- Select Make Active in the upper-right corner.
Once done, the next thing to do is remove transactions created by QuickBooks Online. Please follow these steps:
- Go to the customer's profile.
- Find the transactions with a memo "Created by QB Online".
- Open the transaction, then click the More option.
- Select Delete.
- Choose Yes.
- Repeat steps 3 - 6 for each transaction you want to remove.
After following the steps above. your outstanding invoices should reflect on your account.
I've also attached an article you can use to learn more about handling customers, like how to add a sub-customer, as well as some steps to merge them in QuickBooks: Add and manage customers in QuickBooks Online.
Fill me in if you have additional questions about recovering sales transactions in QBO. I'm always here to help. Take care always.
Hi there, @ppizarcoff-gmail.
Thank you for posting here in the Community. I'm here to help you recover the data so you don't need to enter them again.
The system automatically creates an adjusting transaction for a customer with a non-zero balance. When you make it inactive, the status of the invoice will change to Paid (see sample screenshot below).
Since transactions aren't deleted, you can still recover the data. First, you'll need to find the customer profile and make it active.
Here's how:
- On the left navigation bar, click Sales.
- Go to the Customers tab.
- Find the customer.
- Press the name to open the profile.
- Select Make Active in the upper-right corner.
Once done, the next thing to do is remove transactions created by QuickBooks Online. Please follow these steps:
- Go to the customer's profile.
- Find the transactions with a memo "Created by QB Online".
- Open the transaction, then click the More option.
- Select Delete.
- Choose Yes.
- Repeat steps 3 - 6 for each transaction you want to remove.
After following the steps above. your outstanding invoices should reflect on your account.
I've also attached an article you can use to learn more about handling customers, like how to add a sub-customer, as well as some steps to merge them in QuickBooks: Add and manage customers in QuickBooks Online.
Fill me in if you have additional questions about recovering sales transactions in QBO. I'm always here to help. Take care always.
