Connect with and learn from others in the QuickBooks Community.
i have a client who has several invoices from 2017. They use cash method. What is the best way to remove the invoices from overdue invoice report. they want to switch to accrual method and does not want them listed on the AR report.
Go to Solution.
create and apply a credit memo to each 2017 invoice, back date the CM to the end of 2017
enter an explanation in the memo block too
since you file cash basis back then, those unpaid invoices were never included, so the CM you create will not affect cash basis report for that year.
View solution in original post
Thanks for your help.