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Applying Credit To A Different Invoice
If you have applied a credit to an incorrect invoice, here is an easy way to correct the problem.
- Open the invoice to which you had applied the credit.
- Click the History button at the top of the transaction window to display the list of all the transactions that are linked to this invoice.
- Click the listing for the credit you want to change and click Go To, to open the original credit transaction.
- Change the customer name to another customer. It doesn’t matter which customer you choose, because you are going to change it back.
- Click Yes in any warning dialogs that are displayed about the results of making this change. You have destroyed the link between the original credit and invoice. QuickBooks will return you to the original invoice window, where the credit won’t show in the History window.
- Open the credit transaction you just moved to another customer. Select the credit from the other customer’s history by selecting the customer and pressing Ctrl-Q, or by using the Customer Center and displaying the transactions.
- In the Create Credit Memos window, change the customer name back to the original customer name.
- When you save the transaction, QuickBooks gives you the original options for applying this credit. Choose the correct invoice.
Clean Up The Customer / Vendor Lists
When you click on the Customer Center and scroll down the list of Customers / jobs, is the list current? Have you worked with each customer during 2007?
Click on a Customer that is not currently active, and right-click. Cursor down to Make Customer: Job Inactive. This will “hide” the customer, so that your Customer list is more manageable. If the Customer becomes “active”, you can change the view to “all customers”, and the entire list—active and active—will appear. The inactive customers will have an X next to the name. Simply click on the X and it will disappear, and the customer name will reappear in your active customer list.
Follow the same procedures to clean up your Vendor Center, item list and Chart of Accounts.
Cleaning up these lists will cut down on your time. Remember, making the Customers or Vendors “inactive”, does not delete them. They are available to reactivate if the need arises.
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