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roxannebryant60
Level 1

Customer shows available credits but really has no credits available, how do i fix this

 
1 Comment 1
Maybelle_S
QuickBooks Team

Customer shows available credits but really has no credits available, how do i fix this

Hello there, @roxannebryant60.

 

We can pull up the A/R Aging Detail report. This report will show you the latest and aging customer balances. Make sure to change the date if you're looking for customers' balance within a specific period.

 

Here's how:

  1. Go to the Reports menu.
  2. Select Customers & Receivables.
  3. Choose A/R Aging Summary.

If the balance is zero, check the credit amount and look for the transaction with a similar or the same amount, then delete and recreate.

 

If the A/R shows a balance, it only means there's a credit that needs to be applied to an open invoice.

 

Also, to learn more about running reports in QuickBooks Desktop, you may check this article: Understand reports.

 

If there’s anything else I can help you with, please post a comment below. I’ll be happy to assist you further. Have a good one.

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