Tag Archives : transfer information

QuickBooks Guide – How to transfer Customer and Job Balances

There may be times when a user needs to move a balance from one customer/job to a different customer and/or job. Step-by-Step Instructions: To transfer balances: 1. Create a General Journal Entry to write off a balance for the existing Customer: a. From the Company menu , select Make General Journal Entries b. In the […]

Customer Job Balance