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Experienced Member

Removing credit from a customer to apply to another

We use an "unidentified payments" customer account to book received funds that have not been posted.

 

Any suggestions on best practices to reverse funds from the unidentified account so they can be applied correctly when identified.

1 Comment
QuickBooks Team

Re: Removing credit from a customer to apply to another

Hello cristina3110,

 

Welcome to the Community. I'd be glad to provide a helping hand with your concern about customer credits in QuickBooks Desktop.

 

Once you're ready to move them from the unidentified account, you can try following the manual process on transferring customer credit using a clearing account and a journal entry. For the detailed steps on the process, I recommend following the steps in this article (scroll down to Manually transfer customer credit):

 

Transfer customer credit from one job to another.

 

I also recommend seeking expert advice from an accountant on which account to choose to ensure your books will be correct moving forward.

 

I'm always here anytime you need further assistance with the credits. The Community has your back.