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Good Morning I have created a journal for a customer and it does not show in the customer. How do I amend this?

 
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QuickBooks Team

Good Morning I have created a journal for a customer and it does not show in the customer. How do I amend this?

I can help you amend the journal that you've created, @6703050001083.

 

To modify the journal that you've created for your customer, you'll need to look for this entry from the Audit Log section of your account since it's not showing from the customer section. This area keeps track of your activities and allows you to see who made changes to your books and what they did.

 

To search for the transaction:

  1. Go to Gear icon at the top.
  2. Select on Audit Log
  3. Select on Filter.
  4. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  5. Press on Apply

Once you found the journal entry that you've made, you can now start reversing it. If you want to delete it, just choose Delete from the More section.  Please check out the screenshot attached for your reference:

 

Lastly, I'd like to share this link with you to guide you in managing customers' credit or refund in QBO, in case you need it in the future: Learn what to do in QuickBooks Online when a customer overpays you.

 

Please get back to me if there's anything else that you need about this. I'd be happy to assist you. Take care!