How to Fix Duplicate Client Payments in QuickBooks Online (QBO Tutorial)
Автор: Great Bookkeepers Wanted
Загружено: 2025-04-16
Просмотров: 546
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Struggling with duplicate client payments in QuickBooks Online? 🤔 You're not alone! In this step-by-step tutorial, Lindsay Kline (host of the By the Books podcast & founder of Great Bookkeepers Wanted) tackles a common bookkeeping headache submitted by a member of the Bookkeepers Club.
Watch as Lindsay uses the QBO sample company (Craig's Design & Landscaping) to demonstrate exactly how to handle a scenario where a client paid an invoice twice (once via credit card, then again via check), received a refund for the first payment, but left unlinked transactions cluttering the Accounts Receivable (AR) report.
In this video, you'll learn:
✅ How to identify the problem of unlinked duplicate payments and refunds on the AR report.
✅ The step-by-step process to correctly unlink and relink payments, refunds, and invoices in QBO.
✅ How to ensure the customer balance is zero and the AR aging report is clean.
💡 Bonus Tip: How to properly code refund expenses coming through the bank feed.
This practical guide is perfect for bookkeepers who want to confidently resolve tricky payment situations and maintain accurate client records in QuickBooks Online.
Connect with Lindsay & Great Bookkeepers Wanted at gbwnow.com
🔔 Subscribe for more practical bookkeeping tutorials and QBO tips!
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