Each month I upload our company's database transactions to QuickBooks (Desktop Enterprise). When the payments are uploaded they do not apply to invoices. Is there a way for me to have these payments applied to an invoice without having to spend days going into each payment and applying them separately?
Good day, @sdseagle7.
It’s nice to see you here in the Community. I have the steps to easily apply payments to your customer invoices in QuickBooks Desktop.
You can match the payments to ones in QuickBooks if you're using Bank feeds to download transactions. See add and match Bank Feed transactions for more information.
If not, you can set QuickBooks to apply payments automatically in the Payments Company Preferences window. Here’s how:
Once done, you won't have to manually select each payment and apply them to your existing invoices.
Check out this article for additional information: Resolve common issues when applying payments towards an invoice.
That should get you pointed in the right direction. Let me know if this works out for you, I'm more than happy to help.
Thanks for getting back to me, @sdseagle7.
I’d like to add some insight into applying payments to invoices in QuickBooks.
If the downloaded payment transactions are not from Bank feeds or your Payments account, you have to manually apply them to the customer invoices. Here’s how:
Take a look at this article for more details: Record payment for an invoice.
That should do it. Reach out to me if you need anything else, I’m always here to help. Have a pleasant day ahead!