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I'm here to help you tackle the negative balance in your Accounts Receivable (AR), Garth. Let's collaborate to implement the right solutions to get your financial records back on track.
First off, it's important to note that there are certain data that don't move from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO). You can visit the Transactions that move and don't move over to QuickBooks Online section of this article: Learn how features and data move.
Since your AR is showing negative after migrating your monthly recurring charges to QuickBooks Online (QBO), you can resolve this by manually creating an invoice and applying the payments using the Receive Payment feature. Here's how:
- Locate the invoice and click Receive Payment under the ACTION column.
- Enter the necessary information.
- Hit Save and close.
Moreover, if you want to directly apply the payments to all your invoices, you can record a journal entry. However, I highly recommend consulting an accounting professional to assist you during this process.
Additionally, to optimize your financial management and customer communication, I'll share this resource on personalizing your invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If you have other questions about managing invoices or migrating data, click the Reply button below. The Community team is always available to lend a hand.
