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KJS
Level 3

Trying to transfer credit from one customer to another - QB solution not working

Hi everyone,

 

I am trying to transfer a credit issued to one customer to another customer's outstanding balance.  I found a really clear explanation of how to do this on QB as per the below link.  My issue is it is not working for me.

 

https://quickbooks.intuit.com/learn-support/en-us/help-article/manage-customers/transfer-credit-one-...

 

When I set up the 2nd line in the journal entry, I follow the instruction to "On the second line item, select Accounts Receivable"

 

However when I do that & set up the 2nd part of the journal entry I get an error message saying I cannot use AR twice on the journal entry.

 

That is exactly what the QB explanation says to do.  What am I doing wrong?  How do I fix this?  I need to move the credit from one customer to pay another customer's outstanding invoice.  Thank you for any help anyone can offer in advance!

 

 

 

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