apply journal entry to open invoice

You're right in applying a journal entry to an invoice, @growingforgood.

Once you've entered a journal entry crediting to the Accounts Receivable account, this automatically applies to the open invoice when recording a payment. For now, let's review why you're getting this error message. Make sure that the transactions have the amount for both the invoice and the journal entry.

I've added these screenshots for your visual reference.

This article also details the steps about applying a journal entry credit to an invoice in QuickBooks Online.

I'm sure you'll now be able to record the transactions accordingly. If you have any other questions, mention me in the comment section below. I'll get back to you as quickly as possible!

Thanks @Angelyn_T 

I appreciate the detailed information.  It seems like a am doing the same thing you are.  Can you take a look at my screen shots and see if you see the issue?

Here are the screen shots @Angelyn_T 

You're doing it right, growingforgood.

The reason why you're unable to apply it to the invoices is because of the said error. This has been reported already and now being fix.

I suggest contacting our Customer Support Team. You'll receive updates about this issue once your account is added to the list of affected users.

1. Go to Help and select Contact us.
2. Enter You must set a transaction amount in the question box, then click Let's talk.
3. Choose either to Start a message or Get a callback.

Also, I'd like to clarify something. On your screenshot, it seems that the Microgreens is an income account. Since you mentioned that the invoices are paid already, the opposing entry should be an asset account.

You can check this link on how to create a journal entry in QuickBooks Online. It'd also be best to reach out to your accountant so they can properly guide you in creating a journal entry.

Here's an article if you need to run accounts receivable aging report.

I'll be here if you need anything else. Wishing you all the best!

I am getting the same error message for the same type of entry.  Has this been fixed or is there a work around?

I am having the same issue.  Is there a work around or has this been fixed yet?

Thanks for bringing this one to our attention and providing us in-depth details of your concern, netispguy.

We have an ongoing investigation where customers encountered an error "You must set a transaction amount" when applying a credit memo to an invoice. Our engineers are working together on the permanent fix of this issue. In this case, we recommend contacting our Customer Support Team. They'll pull up your account in a secure environment and add you to the list of affected users. Then, they'll send you an email notification once there's an update on this issue. 

You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one. Here's how to reach them: 

1. Go to the Help menu at the upper right.
2. Select Contact Us.
3. Enter your concern.
4. Click Let’s talk.
5. Choose Get a callback. 
6. Type in your contact info.
7. Select Confirm my call.

Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. Take care always. 

I'm also having the same error right now at 04/27/21. Any updates?

Hello, micah608.  

I've checked with my resources and found out that the Investigation has already been closed. Let's figure out if this is a browser issue. We can try logging in using an incognito window. This way, we'll know if it's your regular browser, which causes this unexpected behavior.

Follow the shortcut keys, depending on what browser you're using.

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N
• Microsoft Edge: Ctrl + Shift + P 

If it works fine, go back to your main browser and clear the cache. It helps to troubleshoot and increases the performance of your browser. Also, they can use other supported browsers to better isolate the possibility of a browser-related issue.    

However, if you get the same result, I’d recommend contacting our Technical Support Team. A specialist will look up your account and further assist you via a secured remote access session.  

Here's how:

1. Click Help in the upper right-hand corner of QBO.
2. Tap Talk to a human, then type in Talk to a human.
3. Select I still need a human.
4. Press Contact Us.
5. Choose a way to connect with us: Start a chat or Get a callback.  

For more details about our support availability, refer to this article: Contact Support.  

Keep me posted on how this goes by leaving a message in this thread. I'd be glad to help you out. Stay safe!

Incognito window did not help the situation. I did find that if I post a payment amount for the open invoice, save and then go back, it will let me change the payment amount to zero and apply the credit. We will be encouraging our clients not to use journal entries with AR items.