Open Balance due to old invoices

@essentialglassrepair 

You can create the invoice in QB and then go to New > Receive payment and apply the credit created by the deposit to the invoice.  Or, you can assign the proper income account to the deposit instead of A/R.  Both options will clear the open balance.  I would just make sure you delete the invoice from the other platform so you're not double-counting the income.  

Let me help you clear the open balance due to old invoices in QuickBooks Online (QBO), essentialglassrepair.

We appreciate you for providing a screenshot of your concern to better isolate the issue. Since there were previously invoices created on a separate platform before making the switch to QuickBooks Online (QBO), we can create a credit memo. Then, edit the check to update the account to the Account/Receivable account. Just open the check edit the Category as to Accounts Receivable and press Done.  

Once done, we can link the credit memo and check in the Receive Payment section. Here's how to create  a credit memo:

1. Click the + New Plus icon. 
2. Choose Credit memo.
3. From the Customer dropdown, select the customer's name.
4. Enter the credit memo details, such as the date and the amount. You can create a custom credit service item so you can quickly add it to credit memos as a single line item.
5. When you're done, press Save and close.

Then, link the credit memo and check in the Receive Payment section by following the steps below: 

1. Click the + New Plus icon.
2. Tap Receive payment.
3. From the Customer dropdown, choose the customer.
4. In the Outstanding Transactions section, select the open invoice you want to apply the credit memo to.
5. In the Credits section, select the credit memos you want to apply. You won't see the credits section if you have not created the credit memo.
6. For the open invoice in the Payment column, enter how much of the credit you want to apply.
7. Leave the Payment method, Reference no, Deposit to, and Amount received fields blank.
8. Fill out the rest of the form, including the Payment date.
9. Make sure the total is correct after applying the credit memo.
10. When you're done, press Save and close.

For your reference, you may check out this article about credit memos, credit, or refunds. Enter and apply credit memos and delayed credits in QuickBooks Online. Additionally, I'll also share this link where you can browse articles that can help you organize payments in QBO: Invoices and Payments Help Articles in QuickBooks Online.

You're more than welcome to drop by if you have questions about managing your invoices. Do you need to run some payroll reports for the next current period? Or would you like to take care of taxes in QuickBooks? Let me know and I'll lend a hand again.

When I go to match Payments to Deposits, there is a toggle at the bottom that says resolve that clears the rest of the amount and has me create something for the additional money in the check. Is this also an acceptable way of doing this or will that create issues later on?

Thanks for your response. I also noticed that when matching Payments to Deposits, there is a toggle button at the button labeled 'Resolve'. When that is on, it clears the rest of the balance of the check and allows me to enter something describing the reason for the discrepancy. If I was to do this, will it cause any issues later on down the road or is this also an acceptable method?