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growingforgood
June 16, 2020
Question

apply journal entry to open invoice

  • June 16, 2020
  • 10 replies
  • 39 views

I have a couple old invoices that were not cleared correctly when the payments came in.  They show as open but they are not.  I have created journal entries to credit A/R and debit the appropriate account and have correctly assigned these to the customer.  I then go in to the invoice, click on recieve payment and see both the invoices and the journal entries (under credits).  The amount totals zero.  When I try to save/close I get an error message that says "You must set a transaction amount".  From my research in the community help and support help I should be able to offset the open invoices with the credits - so why does it not let me save?  I don't have an amount to enter as the credits completely offset the open invoices amounts.  I cannot figure out what I am doing wrong.  Any help would be greatly appreciated.  Thanks

10 replies

Angelyn_T
Angelyn_TModerator
Moderator
June 16, 2020

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!

G
growingforgoodAuthor
June 16, 2020

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?

 

 

 

A
AileneAModerator
Moderator
April 27, 2021

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!

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