Customers has multiple jobs

I'm here to walk you through in fixing data issues within your company file, nashtrap.

We can verify and rebuild the data that will help us identify and fix data issues that causes the credits to be available to other jobs of that customer. Before we start, let's make sure that the QuickBooks release is updated to have up-to-date patches and fixes. 

Let me show you how:

1. Go to the Help menu. 
2. Select Update QuickBooks Desktop.
3. From the Update Now tab, select Get Updates. 
4. Once the update is done, click Close.

Then, you can follow these steps on how to verify and rebuild data. 

1. Click the File menu, and choose Utilities.
2. Select Verify Data. If there are no issues found after verifying click OK. 
3. If there are fixes that need to be done after verifying, continue to Rebuild Data.
4. Just click File > Utilities > Rebuild Data. 
5. Backup your company file to ensure you have a secured copy of your company file before any changes are made to it.
6. The Rebuild Data utility starts as soon as the backup is finished.
7. Click OK when you get the message "Rebuild has completed".

After that, we can check your Customer Center to see if the credits available are posted on the correct job. If you get the same thing we can fix company file and network issues with QuickBooks File Doctor.

If you need assistance you can also get in touch with our Customer Support Team. You can click here to know more about our support hours and types.

Keep me posted on how this works. I'll be more glad to help. You keep safe always and have a great day!

I did all you said to try and I still have the problem.  I opened the Desktop pro 2017  backup (in my personal QB) that was made as part of installing 2020  - all was ok.   

As I said, I have Customers and many Jobs under each Customer - when i go to a Job that has an invoice  due and click on apply credits - it lets me apply credits from other Jobs that have credits that are under the same Customer.

Thanks for your Help

Bob