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Everything you need to know about banking in QuickBooks Online - Discover more
rachel39
Level 1

How do I put in customer opening invoices (debtors) at the start of using QB on line? I have read 'Setting up a customer opening balance' but it doesn't make sense!

 
1 REPLY 1
MirriamM
Moderator

How do I put in customer opening invoices (debtors) at the start of using QB on line? I have read 'Setting up a customer opening balance' but it doesn't make sense!

Welcome to the Community forum, rachel39.

 

Let me get the help you need in entering outstanding balances for your customer.

 

Here's what you'll need to do in setting up a customer opening balance:

  1. In the left menu, click Sales
  2. Pick to the Customers tab. 
  3. At the upper right hand, tap New customer button. 
  4. Enter customer information. 
  5. Once done, go to the  Payments and Billing tab section and enter Opening Balance and as of date (most likely the date you started your QuickBooks Online account).
  6. Hit Save

However, if you'd want to keep track of individual sales or bills that make up your customer opening balance, you'll need to enter each unpaid invoice instead of entering a total balance for the customer.

 

You can take a look at this article for more information: How to enter outstanding balances for customers and vendors.

 

Additionally, I want you to get the most out of QuickBooks for your business. You can check some articles that are designed to help you get acclimated to the software. They can be accessed at the following link: QuickBooks Tutorials.

 

If there's anything else I can do for you, let me know by commenting below. I'd be happy to further assist you. Have a great day. 

 

 

 

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