QuickBooks for Mac 2014 User’s Guide 99
4 From the Group Name list, choose the memorized transaction group you want to add the customer
to.
5 (Optional) To add this transaction to iCal or Calendar, select the “Show in iCal” checkbox.
Step 3: When you have memorized all the new statement charges, delete them from the register.
1 In the A/R or customer register, select the statement charge.
2 Choose Edit > Delete Stmt Charge.
3 Click OK to confirm that you want to delete the statement charge.
Why delete the charges? When you use the memorized transaction group, QuickBooks reenters the charges. If you
leave the original charges in the register, the next time you print billing statements, the charges will appear twice.
Correcting overcharges on statements
Ooops. Mistakes happen. Here’s how you correct them on your statements.
To correct overcharges if you haven't yet sent the statement:
1 Open the customer's register.
2 Find any incorrect charges. Change the amounts of those charges.
3 Click Record to save your changes.
4 Reprint the statement.
Tip 1: In the Select Statements to Print window, make sure that the date range of the reprinted statement is the
same as it was for the original statement.
Tip 2: If you are reprinting a statement for one customer only, be sure to select the “One customer” option when
the Select Statements to Print window appears. Normally, this window is set to print statements for ALL customers.
To correct overcharges if you've already sent the statement:
1 Create a credit memo to appear on the customer's next statement:
o In the Item column, enter the item you overcharged. This ensures correct accounting on your
reports.
o Make the amount equal to the difference between the correct amount and the amount you
charged the customer. For example, if you charged $15.00 when you should have charged
$10.00, enter the credit as $5.00.
o In the Memo field, enter the description you want your customer to see on the printed statement.
For example, you could enter “Credit for overcharge.”
o Check the date of the credit memo. Make sure that the date falls within the date range of the
customer's next statement.
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