Clear up customers with zero net balances in QuickBooks Online

Find out how to clear up customers with zero net balances in the accounts receivable ageing report in QuickBooks Online.

When you run your accounts receivable ageing summary report, you might see customers that have zero net balances. Fix it, so you can keep your business info accurate and reports up-to-date. Here's how.

Record a payment to clear up customers with zero net balances

1. Select + New.
2. Select Receive payment.
3. In the Customer ▼ dropdown, select the customer's name. Leave the Amount received blank.
4. Select the Payment date, the date you'd like to use as the invoice closing date for your reports.
5. Under Outstanding Transactions, select the checkbox next to the invoice to be paid with the credit.
6. Under Credits, select the checkbox next to the credit.
7. Select Save and close.

The zero balances should now disappear from the accounts receivable ageing summary report.

Tip: You can also get your ageing reports to match if they don't.