How to separate job balances from different projects under same customer
Hello, I had a question about how i can stop two different jobs from merging balances when they're under the same customer. One customer can have an amount due on one project, but none on the other, however when i send an invoice for the job that has nothing due, it gives the balance of the other one as well showing that they have an amount due on that project as well. I was wondering if there was a way to stop that because different projects have different balances due and the customer gets confused on why they have an amount due on a job that was supposed to be up to date. Thank You
I'm happy to know that everything got sorted out and you're set on the right path thanks to my colleague JaneD. For future reference, I'm also including this resource which contains more information about customizing reports in QuickBooks: How to customize reports.
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