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I'll help you fix the customer's opening balance, @dsi2005-optonlin.
You can delete the invoice created under its name (once you created an opening balance, it automatically creates an invoice). Simply go to the Sales menu and then select Customers.
Then you can follow these steps further:
Once done, you can then recreate the invoice with the same dates and enter the correct amount. You will then have accurate A/R aging and as well as cash or accrual financial reports.
You can run the Trial Balance report to review the new customer's Account Receivable (A/R) opening balance/beginning balance.
I've also added an article to learn more about how to efficiently utilize reports: Run reports in QuickBooks Online. It includes links like how to customize and memorize reports.
Please let me know how it goes. Anytime I can assist you. Have a lovely day!
I'll help you fix the customer's opening balance, @dsi2005-optonlin.
You can delete the invoice created under its name (once you created an opening balance, it automatically creates an invoice). Simply go to the Sales menu and then select Customers.
Then you can follow these steps further:
Once done, you can then recreate the invoice with the same dates and enter the correct amount. You will then have accurate A/R aging and as well as cash or accrual financial reports.
You can run the Trial Balance report to review the new customer's Account Receivable (A/R) opening balance/beginning balance.
I've also added an article to learn more about how to efficiently utilize reports: Run reports in QuickBooks Online. It includes links like how to customize and memorize reports.
Please let me know how it goes. Anytime I can assist you. Have a lovely day!
Thank you! This worked!
I am new to QuickBooks and it wasn't super intuitive to figure this one out.
I appreciate your assistance and will likely be back with more questions :-)
Thank you! This worked!
I am new to QuickBooks and this was not super intuitive to figure out.
I appreciate your assistance and will likely be back for more help!
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