This is something that comes up often enough and someone asked the question on twitter, so I thought it would be helpful to post on the subject of how to write off a customer’s balance in QuickBooks. The process can be accomplished in a few simple and quick steps. But first a word on what not to do. The temptation might be to post a discount on the customer’s invoice to reduce that invoice’s balance to zero. This works in theory, but here’s the problem with that. Welcome to BleepingComputer, a free community where people like yourself come together to discuss and learn how to use their computers. Ladda ner windows 10. Using the site is easy and fun. As a guest, you can browse and view the various discussions in the forums, but can not create a new topic or reply to an existing one unless you are logged in. Or read our to learn how to use this site. Other benefits of registering an account are subscribing to topics and forums, creating a blog, and having no ads shown anywhere on the site. Ultimately as you create your set of books you are leaving a trail of crumbs for someone else to pick up on and look at later. It may be the person preparing your taxes and it may be someone looking to buy the company who’s books you are compiling as you do the bookkeeping each day. So it is really important to tell the right story. Then, at the bottom of the page, select the account you want to use to write off the invoices and click the Preview and Write Off button. Writing off invoices. QBOA displays the Confirm Write Off dialog box. Super talent. If I discount a customer’s invoice to zero that suggests that everything was ok and I decided for whatever reason to create some goodwill by giving that customer a discount. This paints a very different picture compare with when I am writing off a customer’s balance as Bad Debt because they chose not to pay. So the correct way to handle this transaction in proper context is to record a journal entry and write the balance off as Bad debt. In QuickBooks it is simple and the video tutorial will demonstrate how to do this. First here is a screen shot of what it looks like in QuickBooks: Then you have to apply the credit produced by going into Customer Payments and applying the credit of $13,500 for this customer.
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