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accounts447
Level 1

How to edit opening balance in customer/supplier account

 
1 Comment 1
TheresaC
Moderator

How to edit opening balance in customer/supplier account

Welcome to the Community, accounts447, 

I can guide you on how to edit opening balance for your customer and supplier.  

 

One trick is to look for the invoice/bill that has the opening balance description. Here's how: 

 

For your supplier, go to their Transaction List page. 

Supplier.PNG


Then select the bill that has this description showing in the Memo column. 

Supplier Transaction List.PNG

Edit the amount then save your changes. 
Bill.PNG

You can do the same trick for your customer.

Customer.PNGTransaction List.PNGInvoice.PNG

You can also use the search option in QuickBooks Online. 

I'll leave these articles handy as your reference: 

Come back to us if you need anything else. The Community is always here.