I need to set opening balance for a customer who I've already invoiced and taken payments. Saving is successful but no Opening Balance invoice is created. How can I fix?

Hello Douks, 

Welcome to the Community page, 

So you can enter in the opening balance for the customer by doing a journal entry if you have a look at this link it has more information about it and what steps to take. 

Thanks Ashleigh

I had seen this article, however I'm stuck at step 1 because there isn't an account for the customer - which one should I be looking at? I guess Debtors as that's where it is on my previous balance sheet, but would be great if you could confirm.

Also do you know why the opening balance doesn't save when editing a customer? From what I read it should create an invoice of sorts and populate the relevant accounts.

Thanks again

Thanks for getting back, @Douks. Let me help you with creating an opening balance in QuickBooks Online (QBO).

You can also manually create an invoice for your opening balance. Let me guide you how:

1. Go to + New.
2. Select Invoice.
3. Fill out the sales form.
4. Under Product/Service, kindly add Sales.
5. Add Opening balance under Description.

    

Let’s also make sure that the invoice and due date are the same as the opening balance date of the account.

For future reference, you can also checkout this article to reconcile your account in QuickBooks Online.

Let me know in the comments if you have further questions in mind. Stay safe!