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Abskiboo
Level 2
posted
‎March 03, 2021 01:46 PM
last updated ‎March 03, 2021 10:46 AM

Clear a credit

Hello.

My customer has no outstanding balance at present. But if you click on Open Balance, please see the attached, you will see there's 2 Journal Entries

Whenever I enter an invoice, it tells me the customer has a credit and if I want to apply it. But, I know there's no credit. How do I clear that credit? I tried to create an invoice to apply the credit, but then, it'll show an outstanding previous Journal Entry. 

Thank you.

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3 Comments
JamesM4
QuickBooks Team
QuickBooks Team
‎March 03, 2021 03:05 PM

Clear a credit

Hello Abskiboo,

 

It's important you're able to clear the outstanding balance so you can enter your invoices with peace of mind. I'll be happy to give you a hand with getting you back on track. 

 

QuickBooks Enterprise is a powerful program that enables you to manage your work with ease. Since you've already created an invoice and applied a credit, you can also clear the credit on an invoice using the steps below: 

  1. To display the transaction history, press Ctrl + H.
  2. Double-click the invoice and select Apply Credits.
  3. On the Previously Applied Credits window, clear the selection for credit.
  4. On the Apply Credits window, select Done.
  5. On the invoice, select Save and Close.

 

If still unable to see a credit, I highly recommend contacting our support team so they can take a closer look at your account. One of our specialists will be happy to share your screen and help get to the bottom of this ASAP. You can contact our specialists by calling 1-833-317-2226. To find out more about our hours and other contact methods, please follow this link here: Intuit QuickBooks Desktop software support policies. Let me know if you have other questions, I'm here to assist. 

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Abskiboo
Level 2
‎March 03, 2021 04:53 PM

Clear a credit

Hello

Thank you for your quick reply. Unfortunately, there's no line item under "Previously Applied Credits".

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JamesM4
QuickBooks Team
QuickBooks Team
‎March 03, 2021 06:45 PM

Clear a credit

I see what you're saying. At this point, I highly recommend contacting our support team so they can take a look at your account with you and help get to the bottom of this ASAP. You're more than welcome to use the contact method I've provided above. Let me know if you have other questions.

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