hi I'm Aimee from Razor Accounting the sharp solution for your finances. In this
QuickBooks desktop tutorial I'm going to show you how to edit transactions that
have been entered into accounts receivable now you may need to do this
if you found that you've made an error or if the amounts receivable have
changed so let's get started I'm starting from
the home screen and the first thing that we're going to do is open up the
accounts receivable module so go over to the tab that says create invoices and
double click on it to open up accounts receivable I'm just going to enlarge
this window here so the next thing that we need to do is find the invoice that
we're going to edit so all you need to do is go up to the top menu bar over to
the left side where it says find and click on that now in here there are a
couple different ways of finding your invoice you can search through here if
you know what the invoice number is you can select a date range or you can put
in the amount and then up at the top here there's an option to select the
customer job I'm going to use the customer job and there is a drop down
here so I'm going to find to the customer that I want to edit and I'm
going to select bar breader here and then select find here on the right side
now I have the two invoices that are outstanding for a bar Treader and I'm
going to edit this one here for August 12 2018 so I'm just going to double
click on it and now we have the invoice open here so any items in here you can
change to whatever you need to so if I want to change the invoice amount for
the scary red cat from $75 say the $70 all I have to do is highlight the amount
change it I'm finished making the changes all I
need to do is select save and close to save the transaction now it's asking me
if I would if I'm sure that I want to record my changes and I'm going to say
guess I'm just going to close out of this window here and I'm going to show
you another way that you can go in so if you would prefer to go in through the
report Center you can do that so go up to the top menu where it says reports
open up the report Center and we're going to go into your customers and
receivables and let's select the accounts receivable aging summary I'm
just going to open up the window here so as you can see we have barb redder here
again she has outstanding amounts in the accounts receivable I'm just going to
double click on the total amount and now it has the two individual invoices that
she has outstanding and I'm going to select the one for August 12 2018 again
and as you can see we've got the same screen so both of those ways of going in
here is going to take you to the same screen and again you can edit anything
that you need to and here you can change the date invoice number you can add
additional amounts or a fields anywhere you can change the invoice to if you
want to add in her address or any other information if you want to change the
payment terms you can use this drop down menu and you can add on a penalty if she
pays late so once you've made all the changes that you need remember to select
save and close to save your changes and one
to come back in here you'll see the new updated amount I'm just going to close
out of this screen here and now we're back at the home screen so that's it for
editing transactions that have been entered into accounts receivable if you
do have any questions about this or if you have any questions about accounts
receivable or anything else in QuickBooks of course please leave a
comment on this video and I will be sure to answer it as quickly as I can
and if you did like this video if you found it helpful
please leave a like and don't forget to subscribe to the channel thank you for
watching