Hello @ProfessionalChoiceSolutions,
Thank you for sharing the results after following the suggestions above. Base on your scenario, I've also created your transactions based on how you outlined them and I found out the balance you're looking into doesn't have any value at all.
This amount is the resulting total of the list of transactions created for your customer, a refund or a credit, and you do need to worry about this negative balance. Instead, let's pull up one of your sales reports to determine the actual balance of your customer.
Let me show you how:
- Go to Reports.
- Scroll down the page to the Who owes you category of your reports.
- Select Customer Balance Detail or Customer Balance Summary depending on how you wish to review your sales transaction.
On top of that, I've also included this reference helpful with the steps needed to identify how stable is your business's financial status: Create and Manage Reports in QuickBooks Online.
You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other questions. I'll be here to lend a hand. Stay safe!
