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M
MessariG
July 21, 2022
Question

Reclassify transactions does not assign location to payment

  • July 21, 2022
  • 2 replies
  • 13 views

I have a client, who has started using Locations this year.  I have reclassified all the transactions for last year to reflect the correct location.  All the invoices are showing the correct location; however, the payments associated with each of those invoices is not updated to reflect the correct location.  This totally messes up the balance sheet.  How do I fix the payments so that they reflect the same location as the invoice they are associated with??????

2 replies

JenoP
JenoPQuickBooks Team
QuickBooks Team
July 21, 2022

Thanks for joining us and for posting this question in the Community. I'll help you make sure that the transactions are reported accurately in your Balance Sheet, MessariG.

 

Invoices and the payments that are applied to them should be using the same location. This is because there's no option to manually locations when receiving payments. 

 

A possible browser issue might have prevented the payments from transferring to the invoice's location. I'll share some steps on how to resolve common browser issues in QBO. 

 

Start by using a different compatible browser (Chrome, Mozilla, Microsoft Edge) or use these keyboard shortcuts to start an incognito or private browsing session:

 

  • Ctrl + Shift + N  for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option +P if you're using Safari
  • Ctrl + Shift + P for Microsoft Edge

 

Then, go back to the client's account and check if the payments are now reported under the correct locations. 

 

Allow me to share these articles for more details and references: 

 

 

Don't hesitate to reply to me and let me know if you're able to move the transactions to the correct locations. 
 

M
MessariGAuthor
July 22, 2022

Thank you for your reply JenoP.

 

I have used multiple browsers in private mode and without. My client uses an Apple and sees the same thing in Safari.  This is not a browser issue, it is a QuickBooks issue and you can see it for yourself. Once you turn on locations you can choose location when making a payment; HOWEVER, you can not reclassify "Payments" using "Reclassify Transactions."  You can reclassify invoices and that is the reason why his balance sheet is out of whack.  The invoices are assigned to the correct business but the payments associated with them are not and show under "Not Specified".  The only way I know how to correct this is to go back and un-match each transaction and delete the associated payment and redo every transaction.

A
AbegailS_
Level 6
July 22, 2022

Hi there, @MessariG.

 

I appreciate you for sharing your concern and providing enough details about it.

 

Currently the option to reclassify transactions that use accounts payable or accounts receivable, like invoices and bills isn't available in QuickBooks Online.  I can see that  this feature would be beneficial to your business and other users. 

 

You'd be glad to know that you can send feedback about the feature you wish to have with QuickBooks Online (QBO).

 

This way, our Product Developer team can have a look and review it. There are always open for opinions as this helps improve our product to suits your business needs. To send feedback, you can follow these steps:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

You can also see this link for more details: How do I submit feedback?

 

Additionally, you can always visit our QuickBooks Blog page to stay updated on the latest news and features about QuickBooks. 

 

In case you'll need to track all the invoices that are due on a particular day, we can customize the Transaction Detail By Account report.

 

With QuickBooks Online, we can also personalize your sales forms so your customers will recognize your brand.

 

If I can be of any additional assistance, please don't hesitate to insert a comment below. Have a pleasant day ahead.

B
Bookkeeper
New Member
June 30, 2026

Anyone had any success in using this properly?

A
ArielIQuickBooks Team
QuickBooks Team
June 30, 2026

Since this thread is about updating payment locations to match invoices, I want to ensure we give you the most accurate advice for your specific situation.
 

Are you trying to batch update the locations for past payments, or are you experiencing a different issue with the Reclassify Transactions tool? Please provide a few more details about your goal, and we’ll be glad to guide you through the appropriate steps.
 

We look forward to your response. We're here to help anytime.

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