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04/19/2013 at 09:23AM PDT
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10/29/04 7:42am PDT

Applying credit from one job to another

I have a huge issue applying a credit balance from one job to another.

EX: a credit memo is issued to a job that is paid in full. (a backcharge). The customer sends payment for one or multiple jobs, taking this credit from the job that is paid in full. Credits only show in the 'receive payment' window for jobs that are being paid, not jobs with credit balances. Although one job can be short paid and the bottom line on the aging is correct, this will make a very, very messy aging!

If I can't resolve this issue, I have to get a new accounting program. In the contracting industry, back charges are common and sometimes are not created until the job is complete and paid in full.

ANY help would be GREATLY appreciated!

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10/29/04 5:09pm PDT

go to Receive Payments window and type the following in the Ask a Help Question field:

how to apply a credit on one job when it is used on another


you should find the solution to your problem.

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11/03/04 12:24pm PST

Each time I have called support for this, I am told that Quickbooks can't handle this. I have even spoke to a sales rep to see if the enterprise edition can do this. Apparently, Quickbooks can't do everything. In order to move a credit from one job to another to apply, I have to create a debit and credit. I have been told several times that this is the best way to handle this. I just find it hard to believe that there are not more complaints about this.

Thank you for the suggestion, but Quickbooks is not able to handle situations like this.... anymore. Upgrade is apparently downgraded in some areas. Let's home someone at Quickbooks has to handle the same issue - I'm guessing that is when it will be corrected.

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qb is just a basic, double-entry software, and, NO, it certainly can't do everything (and no one should expect it to).

i would do as instructed. if you were doing this on the old-style ledger sheets that's what you would do: credit one customer and debit the other.

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