It's nice to have you here in the Community, @T4KB.
Let me impart details on this to help you transfer your outstanding balance in QuickBooks Desktop (QBDT).
To begin with, to transfer the outstanding balance to the correct customer, you can simply modify the specific transaction and change the customer name to the correct one. Once done, save the changes. Before doing so, I recommend creating a backup copy of the transaction.
Follow the steps below to edit the transaction:
- Go to the Customers menu and select Customer Center.
- Find the customer that has an outstanding balance that you want to transfer.
- Select the transaction under that customer.
- Click the dropdown button for the customer and change the customer's name to the correct one.
- Once done, select Save and Close.
However, If you're referring to something else, can you please send a screenshot? Any additional information would help me check for solutions to address your concerns better.
In addition, you might want to check this article to help you track the expenses for a job and compare those expenses to your revenue: Track job costs in QBDT
Please let me know if you have any follow-up questions about transferring the outstanding balance or anything else related to QuickBooks, @T4KB. I'll be more than happy to answer them. Take care!
