Total QBO noob here.
Here's the scenario: a customer overpaid me. When I try to match the payment to the invoice, I get notified that I need to correct the error. I simply want the overpayment to carry over to next month - I don't want to issue another invoice now, since the invoices are done for hourly work and I do not yet know how much time I will spend on this particular customer. How do I go about this?
Solved! Go to Solution.
You can manually clear the transactions in the bank register, essiev.
I've got the steps here:
Here's a sample screenshot for reference:
After clearing all of the transactions, you can start reconciling the account.
If you need more assistance, let us know and we will help you further. Thanks.