I recently started using QBO for my new employer. I try to clean customer accounts and found the issues that started during periods that were closed by CPA. QBO has an issue with applying prepayments against invoices and it causes the problems.
The company uses cash method and I can't go back to already closed years to make any adjustments at that time frame, such as changing date on invoice or others. Even, when I try to fix some payments, made in the year that was not closed, against closed year invoice, QBO does not allow me to do this. It is very poor design of software.
How can I clean customer records that create open and overdue balances on the books?
