Hi there, @itsjoebwan. I'll help you locate the unwanted customer credits so you can delete them from your records.
As of now, you can run the Transaction List by Customer report to check all the customer credits recorded in your account. From there, you can see the transactions that need to be deleted. You can also see the invoices and payment transactions associated with your customers.
Here's how:
- Open your QuickBooks Desktop (QBDT) file.
- Go to the Reports tab, then click on Customers & Receivables.
- Tap on Transaction List by Customer.
- Filter the dates, then choose the Transaction Type you want to display from the Customize Report menu.
- Delete the transactions that cause duplicate credits.
For more tips about handling your QBDT reports, open this article: Customize reports in QuickBooks Desktop.
Additionally, here's how you can get more resources about handling your accounts receivable workflows in QuickBooks: Get started with customer transaction workflows in QuickBooks Desktop.
If you have any other questions about your customer's existing credits, let me know by adding a comment below. It's my pleasure to help. Have a good one!
