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Apply a journal entry credit to an invoice in QuickBooks Online

SOLVEDby QuickBooksQuickBooks OnlineUpdated 1 week ago

When you need to update an unpaid invoice, you can apply a journal entry credit to that invoice.

First, create a journal entry using Accounts Receivable as the associated account, and select the customer's name from the Name column.

Then, apply that journal entry as a credit to your customer's unpaid invoice.

  1. Select + New.
  2. Select Receive payment.
  3. Select a customer.
  4. Under Outstanding Transactions, select the invoice.
  5. Under Credits, select the journal entry to apply it as a credit.(Note: The Credits section only appears if there is an unapplied customer credit. Make sure to record the journal entry correctly.)
  6. Select Save and close.

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