I am showing unapplied payments and trying to figure it out.

Robert Bye
Apr 15, 2022 09:25 AM 1 Answers QuickBooks Pro
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I am showing unapplied payments and trying to figure it out. Quickbooks Desktop Pro 2019

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Apr 15, 2022

How to Restore Unapplied Payments in QuickBooks:

Simply follow the instructions below to resolve your problem:

  1. If you make any changes to your dated review section, you must: Navigate to the navigation bar, pick the Accountants tab, and then click the data review option. Then, in the Accounts Receivable group.
  2. Run the Fix Unapplied Customer Payments and Credits task.
  3. If you did not entirely replace the parts: If this is the case, you will need to return to the Menu Bars tab.
  4. Select the Bookkeepers button and then modify any unapplied payments.
  5. Examine the specifics of your AR account. This should be done if you are utilizing more than 1 AR at the same time.

Choose any of the following customers from the shown list:

  1. If you wish to see invoices for these specific clients, simply glance to the left and all the associated costs will appear on your screen.
  2. You will also be able to check if any unapplied payments or open invoices are associated with them.
  3. Now, alongside payments, choose the radio button. This may be seen on the left side of your screen.
  4. Check the box next to "Related invoices" at the same time.
  5. If only a portion of the credit is required, award only a portion of the credit.
  6. Select Apply and your payments will be processed. At this time, all assigned objects will be greyed out.
  7. Click Save and head over to a different record. If you are done then click close and exit the window.
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