I set up a new customer as a job under an existing customer by mistake. However, I have generated 7 invoices that have been paid and were posted to the customer/job. I need to move all of those to a customer that I have now set up accurately. I can re-assign the invoices without much problem but trying to move the payments creates a negative balance agains the erroneous customer/job. How do I correct this
You should be able to drag and drop the job from the customer.
Welcome to the Community, ltrichel1.
I can help you move the invoices and payments to the correct customer.
You did great on moving the invoices to the correct customer. You've mentioned that the payments will show as unapplied and negative under the erroneous customer/job. If this payment has been deposited already, you'll have to delete it first in the register. Then, open the payment, update the customer's name and apply it to the open invoice.
Let me show you how:
To delete the payment:
To change the customer's name on the payment:
The steps above should help you move the invoices and payments to the correct customer. If you have follow-up questions about QuickBooks, please let me know. I'll be here and ready to help anytime. Have a good one.
thank you so much , haven't tried it yet but this makes perfect sense. will let you and others who may be viewing this know the outcome
When I open the payment from the wrong customer, it does not let me select the customer name to change who it applies to. This was a credit card transaction, so I can't just delete it and repost it - can I?
Hello, Parts Counter.
Helping you apply the credit card transaction to the correct customer is my priority. Let's get things sorted out.
You can create a journal entry to apply the payment to the correct customer. The use of journal entries is to:
To create journal entry:
However, the assistance of an accountant is a must. Your accountant can help and guide on which account to debit and credit.
You can get more details in this article: https://quickbooks.intuit.com/community/Help-Articles/Record-a-journal-entry/m-p/203691.
Should you need more help in applying the payment to the correct customer, don't hesitate to drop a reply below.