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Level 1

Clients running balances

Hi y'all, just curious if anyone else has experienced the same issue. I am trying to find and fix, but unable to find it in settings. I have created an estimate for a client (lets say estimate is $2,367.89) then turned it into an invoice, marked that invoice as received but the balance now adds up both (estimate and invoice amounts) instead of subtracting it, so now the running balance is $4,735.78! Where am I able to change the setting so that every time I receive an invoice the balance is adjusted correctly.

 

Thank you in advance!

Happy Friday

Solved
Best answer March 20, 2020

Best Answers
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QuickBooks Team

Clients running balances

Happy Friday, @Office98103.

 

I appreciate you following up with us and providing all of the helpful screenshots. 

 

Since clearing the cache from the browser and marking as received isn't working for you, I recommend contacting our technical support team. They have the tools available that would allow remote access to your PC to see a more in-depth look at the issue with the estimate. Below I've included the steps on how to contact our technical support team. 

 

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?) at the top right.
  3. Select Contact Us to connect with a live support agent.

Please let me know if there is anything else that I could assist you with. I'll be here for you every step of the way. You can always reach out to us here in the Community anytime you have questions or concerns. Take care and have a wonderful weekend! 

View solution in original post

6 Comments
Highlighted
QuickBooks Team

Clients running balances

Thanks for reaching out to the Community, @Office98103.

 

I'd like to perform some troubleshooting to isolate this behavior. We can begin by clearing the cache of the web browser you use for QuickBooks Online. These files can become outdated, causing issues like the one with your Invoice showing the incorrect amount. Here's a link to help you with the process: Clear Web Browser History

 

Once finished, open the Invoice to look at the details. If the total amount is still incorrect and the line items are correct, please let me know by leaving me a Reply with the details and you can also provide a screenshot. I recommend checking if there's a duplicate Invoice as well.

 

If the issue persists, let's try making a test Estimate to yourself and creating an Invoice from it. This will show me if the behavior is consistent. If no errors happen from the test, you can replicate this for your Customer.

 

Let me know how this goes. I'll keep an eye out for your response!

Highlighted
Level 1

Clients running balances

Highlighted
Level 1

Clients running balances

I cleared the browser and am still experiencing the same issue.

Highlighted
QuickBooks Team

Clients running balances

Thanks for the added screenshot, @Office98103.

 

Looking at it, the total column is the total amount for that column. The customer's actual balance will be posted in three sections. Here are the following:

 

  • Below the customer's name in the Customer Center.
  • At the top right corner of our customer's profile.
  • In the Balance column in your Transaction List.

The screenshot below show you how it looks like.

 

 

 

I'm also attaching this awesome article about how to enter outstanding balances for customers and vendors for your reference.

 

That should do it. Please don't hesitate to reach out to us anytime if you have questions. The Community is always here to help. Thank you and keep safe.

Highlighted
Level 1

Clients running balances

I marked as received payment but the estimate amount is still there 

Highlighted
QuickBooks Team

Clients running balances

Happy Friday, @Office98103.

 

I appreciate you following up with us and providing all of the helpful screenshots. 

 

Since clearing the cache from the browser and marking as received isn't working for you, I recommend contacting our technical support team. They have the tools available that would allow remote access to your PC to see a more in-depth look at the issue with the estimate. Below I've included the steps on how to contact our technical support team. 

 

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?) at the top right.
  3. Select Contact Us to connect with a live support agent.

Please let me know if there is anything else that I could assist you with. I'll be here for you every step of the way. You can always reach out to us here in the Community anytime you have questions or concerns. Take care and have a wonderful weekend! 

View solution in original post

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