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If I am doing an adjusting JE moving undeposited Funds to AR and getting an error message "Transactions to AR must include a customer" - how do I proceed?

 
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QuickBooks Team

If I am doing an adjusting JE moving undeposited Funds to AR and getting an error message "Transactions to AR must include a customer" - how do I proceed?

Hi jeff-bond,

 

Welcome to the community family! QuickBooks Online is designed to ensure accuracy across your books. I'd be happy to help shed some light on what's happening in your account.

 

The Accounts Receivable (A/R) is one of the default accounts created by QuickBooks to help you track transactions related to your customers. Because the A/R configuration in the program is tight to customers, doing a journal entry towards this account should include the specific customer associated with it. The same principle applies with your Accounts Payable, where you must indicate a payee. To learn more about various accounts' types and how they work in QuickBooks Online, check out this article: Understand the chart of accounts in QuickBooks

 

If you're unsure of which customer to select in your JE, I'd recommend reaching out to an accountant. Accountants are incredible resources when it comes to adjusting journal entries and ensuring everything is lining up correctly for your business needs. You can easily invite an accountant to your books or find one in your area. Just head to the My Accountant tab to get started, then select Find a pro to help.

 

I hope this helps! Feel free to stop by if you need anything else.