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Best answer March 19, 2019
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Good day, @MonicaG.
It's nice to see you again in the Community. I’m here to help clean up your customers’ credits in QuickBooks Desktop.
You need to reactivate the inactive customers so we can start entering an invoice to offset the payments. Here’s how:
- Go to Customers menu and select Customer Center.
- Under the Customers & Jobs tab, select All Customers instead of Active Customers.
- Click the X icon next to the customer name.
- Hit Yes on the pop-up message.
Now, you have to create an invoice for your customers with available credits. Let me show you how:
- Go to Customer menu and select Create Invoices.
- Select the customer and enter the necessary information.
- On the Item column, click Add New.
- Choose Other Charge as your Item Type and enter Item Name/Number.
- On the Account drop-down, select the appropriate account. I suggest consulting your accountant to make sure the chosen one is the best fit.
- Hit OK.
- Enter Description, Rate and Amount.
- Click Save & Close.
For reference, take a look at this article: Create an invoice in QuickBooks Desktop.
Once done, apply the credits to the invoices by following the steps below.
- Go to the Customers menu and select Receive Payments.
- Select the transaction and click Apply Credits.
- Hit Save & Close.
Check out this article for more information: Record payment for an invoice.
That should get you pointed in the right direction. Touch base with me here should you need further assistance. Wishing you and your business continued success!
Good day, @MonicaG.
It's nice to see you again in the Community. I’m here to help clean up your customers’ credits in QuickBooks Desktop.
You need to reactivate the inactive customers so we can start entering an invoice to offset the payments. Here’s how:
- Go to Customers menu and select Customer Center.
- Under the Customers & Jobs tab, select All Customers instead of Active Customers.
- Click the X icon next to the customer name.
- Hit Yes on the pop-up message.
Now, you have to create an invoice for your customers with available credits. Let me show you how:
- Go to Customer menu and select Create Invoices.
- Select the customer and enter the necessary information.
- On the Item column, click Add New.
- Choose Other Charge as your Item Type and enter Item Name/Number.
- On the Account drop-down, select the appropriate account. I suggest consulting your accountant to make sure the chosen one is the best fit.
- Hit OK.
- Enter Description, Rate and Amount.
- Click Save & Close.
For reference, take a look at this article: Create an invoice in QuickBooks Desktop.
Once done, apply the credits to the invoices by following the steps below.
- Go to the Customers menu and select Receive Payments.
- Select the transaction and click Apply Credits.
- Hit Save & Close.
Check out this article for more information: Record payment for an invoice.
That should get you pointed in the right direction. Touch base with me here should you need further assistance. Wishing you and your business continued success!
