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Somehow, I applied the Accts Receiveable twice so when I created a new invoice this month there was a credit. How do I fix this?

 
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QuickBooks Team
QuickBooks Team

Somehow, I applied the Accts Receiveable twice so when I created a new invoice this month there was a credit. How do I fix this?

Let me help you fix the credit applied in your account, salindawongagape.

 

It's possible there were duplicate applied payments to the prior invoice. We can run the Transaction List by Customer report to trace the duplicate one.

 

Here's how:

 

  1. Go to Reports on the left side menu.
  2. Enter Transaction List by Customer in the Find report by name field.
  3. Tick the Customize button.
  4. Hit Filter.
  5. Tap the Transaction Type drop-down and choose Payment.
  6. Click Run report.

Then, look for duplicate payments. Just open the transaction and click More at the bottom. Then, select Delete to remove it in your account.

 

For more details about customizing reports, you can check out this article: Customize reports in QuickBooks Online (QBO).

 

I have a link here where you can find articles about managing your reports: https://quickbooks.intuit.com/learn-support/en-us/reports/07?product=QuickBooks%20Online.

 

Fill me in if you need a hand with applying credit memos and delayed credits or any QBO related. Have a great weekend. 

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