If you have a prepayment, overpayment, or a security deposit at the beginning of a term you can now use Journal Entries to apply them to an invoice in QBO and Re-Leased.
- In QuickBooks Online, create a Journal entry, adding an account, credit, description, and the name and class.
- Save and Close
- Once we are ready to apply the overpayment, create another Journal Entry and pull the amount out of the account used previously and into accounts receivables
- Open the customer page and go to receive payment in any open invoices you will have the journal entry that you can apply.
- Sync over to Re-Lease
- When opening the invoice in Re-Leased you will see the journal entry under 'Less Payment'