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QuickBooks Team

Re: Customer Overpayment

Hello there, @Rafiq.

 

I'll help ensure you'll be able to match the payment on the Banking screen appropriately.

 

Yes, you have to record a Credit Note apply the over-payment in the future and to match the transactions accordingly.

 

To enter a credit note:

 

  1. Log in to your QuicBooks Online (QBO) account.
  2. Go to the Plus (+) icon.
  3. Select Credit Note.
  4. Fill out all required fields (including the customer name, date, products/service items, quantities, and amounts).
  5. Select Save and close.

To apply the credit note:

 

  1. Go to the Plus (+) icon.
  2. Select Receive Payment.
  3. Fill in the necessary information.
  4. Go to the Credits section and select the Credit Note created.
  5. Verify that the total to pay (if any) is correct after applying the Credit Note.
  6. Select Save and close.

To learn more about credit note, you can check this article: Enter and apply a credit note or delayed credit.

 

Let me know if you have any other questions. I'm always available to help!