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Intuit

Write off customer balances in QuickBooks Point of Sale

Learn how to write off customer balances in QuickBooks Point of Sale.

If you can’t collect money from a customer to cover the balance they owe, you need to write it off as bad debt in QuickBooks Point of Sale. If you already have a bad debt item created, you’ll only need to make an adjustment to write off the outstanding balance. Here’s how to do it.

Step 1: Create an item to track bad debt

  1. From the home screen, select Item List.
  2. Select Add.
  3. From Enter Item Name, name the item Bad Debt.
  4. Select the Type dropdown, then select Non-Inventory.
  5. Select the Department dropdown and select the item department.
  6. Select the Tax dropdown, then select Non.
  7. If you’re connected to QuickBooks Desktop you can track the bad debt to a specific account from QuickBooks Options.
  8. Select Save.

Step 2: Make an adjustment to write off the outstanding balance

  1. From the home screen, select Make a Sale.
  2. Enter the customer name.
  3. Enter the Bad Debt Item with a negative amount in the dollar amount that’s equal to the amount being written off.
  4. Select Account as the payment method.
  5. Select Make Payment on Account.
  6. Enter the amount of balance to write off.
  7. Select Save.
  8. Select on Save Only or Save and Print.

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