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Clear up customers with zero net balances in the Accounts Receivable Aging report

I have applied an old credit of $7,000 to some old invoices but they are still shown as unpaid under customer payment and credit is still there without any sign of reduction.

When I click on the invoice it has zero balance but paid stamp is not on the invoice. the transaction history also shows the credit has been applied to the invoice. but in open invoices report you still see all these invoices with zero balance. Any idea how can I get rid of them under customer payment. thanks

1 Comment
QuickBooks Team

Re: Clear up customers with zero net balances in the Accounts Receivable Aging report

Hi there, sepid_i.

 

It seems that the credit created was not linked to the invoices. To fix this, let's make sure your QuickBooks is updated to the latest release. Then, follow the steps below to do the verify and rebuild data utility. This helps resolve any data issues on the customer payments and reports section.

 

To run the Rebuild Utility, you can follow these steps:

  1. Click File located at the top-left corner, and select Utilities.
  2. Choose Rebuild Data.
  3. Click OK when you get a pop-up to backup your company file. Note: Your computer may display the message QuickBooks is not responding. But, as long as you can see your mouse cursor move, Rebuild is still ongoing. Wait for it to complete.
  4. Click OK when you receive a message that Rebuild has completed.

Then, proceed to run the Verify Utility by following these steps:

  1. Go back to the File menu, select Utilities, and then choose Verify Data.
  2. Click OK when you get a message QuickBooks detected no problem with your data. You may continue using your company file.
  3. If there's an issue with your data, you will get a prompt to Rebuild Now or View Errors.
  4. Choose Rebuild Now.

Once done, go back to the customer payments and reports page to see if all open invoices are still showing up as zero balance.

 

You can also check this article for more information: Resolving Potential Data Issues.

 

Thanks for visiting the Community, if you have any other questions or concerns, please let us know. 

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