clean accounts receivable
how to clean up old accounts receivable in the company file?
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cSk3Ry2Our4yhaaczvtLbK
07/30/12 1:32pm PDT
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debra2112
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Questions answered: 6276
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07/30/12 2:47pm PDT
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If they have balances you will need to issue Customer credits and apply the credit to the balance. The credit should be dated in the current year to avoid messing up prior year figures.
If customers have credit balances you will need to issue customer invoices and apply the credits to the invoices. Again, this should be done in the current period to avoid messing up prior years.
If the balances net to zero but they still display on the report you have unapplied payments/credits. Zoom in on the total zero column for each customer and link the transactions.
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