Some payments in QuickBooks may not be linked to clients for a few reasons, Nicola.
Here are the common causes below:
- If the payment amount or date differs slightly, the bank feed may fail to match it to the correct client.
- Payments categorized as "Transfer" or "Income" instead of being linked to a client’s invoice will not associate properly.
- Modifying or deleting an invoice after linking a payment can break the connection.
- Payments may be linked to the wrong client if there are clients with similar names, or they may remain unlinked if a client was accidentally deleted.
I recommend reviewing recorded payments to ensure they are entered into the correct category and not marked as "Unapplied," as this prevents them from linking to invoices.
Let us know in the Comment section if you need further assistance.
