How to revised an opening balance for a customer. After doing an invoice, the opening balance was somehow replaced.

Hi there laurie-miller-bc,

Making sure that your customer's balance is correct is a vital part of managing your sales. Quickbooks online is a great tool that allows you to create and send invoices from the same software all the while having those sales be already incorporated into your books. I can provide some assistance in adjusting an opening balance for a customer.

In order to add an opening balance to a customer, you can create a journal entry. Click on the +New icon, then select Journal Entry. One line of the entry will need to affect your Opening balance equity account, and the other account would be the Accounts receivable (A/R) account, with the name of your customer in the name column. Write the amount you want to adjust in credit for one line and debit for the other line, and Save. If the adjustment subtracts money instead of adding it to your customer profile, you can edit the journal entry to reverse the credits and debits of each line.

If you have any other questions, feel free to reach out here.

Hello @laurie-miller-bc ,

This may be a date problem.  Ensure that the first customer transaction for that customer is dated after the opening balance date.  If it is dated prior to the opening balance for that customer, then the opening balance will adjust itself accordingly.

Ah!  I've actually have to delete the invoice and re-enter the opening balance and then re-invoice again.  I will try to do your method next time.  Thank you and cheers!  Laurie

Thank you for your answer, much appreciated!

I was wondering if any of you encountered an issue with the PST, somehow the purchase of our new device, we do need to pay the PST portion of this device.  I've done the entry but I am not sure why it is entered as payment rather than expense, this is payable I'm a little confused how it was posted as incoming payment.

Does anyone has this problem?

Hi there laurie-miller-bc,

it's vital that all your transactions are correctly entered so that all your customer balances can be accurate. QuickBooks Online is a great tool able to help you see your customer's balance so you know how much they owe you for your services. I can point you in the right direction for assistance with this transaction.

For further assistance with why this transaction is appearing that way on your customer profile, I recommend reaching out to the QuickBooks Online support team outside of the Community. They'll be able to view how you've set up this transaction in a secure environment to see why it's affecting your customer this way. You can reach out to them using one of these ways:

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. 
Social Media: Facebook, Twitter, and Instagram.

If you have any other questions, feel free to reach out here.

Hello @laurie-miller-bc ,

I'm afraid I don't understand what you're asking.  Can you outline what you did step-by-step and what you think is wrong about the result you got?