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Level 1

Collected payments at the Job Level instead of Customer Level

Hello.  We have Customers where we store the credit card info.  Each customer has a job where we create the invoices.  When we manually collect the payments, we are supposed to click the "Customer:Job" drop down on the Invoice screen and change it from job level to customer level and then receive the payment.  We mistakenly received payments for a number of customers at the job level.  The customer payments were processed successfully, so no problem there, but my questions are: (1) is there an impact on our accounts / ledgers / p&L / reflected on reports incorrectly because of this?  (2) Is it possible to fix this error?  If so, can someone tell me how?  Thank you.  

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QuickBooks Team

Collected payments at the Job Level instead of Customer Level

Hi there, @2Wine2.

 

This will have an impact on your reports since you've mistakenly received payments for a job level instead of the customer level.

 

However, you can change the name of the job level to the customer level to fix this. I'd be glad to guide you how.

 

In your QuickBooks Desktop (QBDT):

  1. Go to the Customers menu.
  2. Click the Customer Center.
  3. Select the job level and open the invoice.
  4. Choose the appropriate customer from the Customer:Job drop-down menu.
  5. Then click Save & Close.

You can also check with your accountant if you want more tips on how to better record this.

 

Also, do check our Income and expenses page to learn some best practices in managing your income.

 

You're always welcome to post anytime in the Community whenever you have other concerns. I'll be here to have your back.

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