Solved! Go to Solution.
Hello there, @david-moorlandsl.
Let's fix the automatic process of linking the payment to other available invoices in your QuickBooks.
It could be that you've set up a bank rule. If you've created a bank rule from the Banking page, your payment and other transactions will automatically categorize accordingly. You can review more details in this article: Use bank rules to automatically categorize transactions from your bank.
If that's the case, you can disable the bank rule or turn off the Automatically confirm transactions this rule applies to feature (if you want). Here's how:
Then, you can refer to this article to link or match the payment to the appropriate invoices. First, unlink them and match again: Undo or unmatch transactions downloaded into QuickBooks Online.
If you're referring to the manually recorded transactions, we can double-check if the Automatically apply credits feature is turned on in the Account and Settings. If that's the case, here's how you can turn it off:
For additional reference when reconciling your account, you can read through this link: Reconcile an account in QuickBooks Online. This provides information on how you can keep your transactions and accounts accurate.
Please let me know if you have other questions, david-moorlandsl. I'm always here to assist you. Take care.
Hello there, @david-moorlandsl.
Let's fix the automatic process of linking the payment to other available invoices in your QuickBooks.
It could be that you've set up a bank rule. If you've created a bank rule from the Banking page, your payment and other transactions will automatically categorize accordingly. You can review more details in this article: Use bank rules to automatically categorize transactions from your bank.
If that's the case, you can disable the bank rule or turn off the Automatically confirm transactions this rule applies to feature (if you want). Here's how:
Then, you can refer to this article to link or match the payment to the appropriate invoices. First, unlink them and match again: Undo or unmatch transactions downloaded into QuickBooks Online.
If you're referring to the manually recorded transactions, we can double-check if the Automatically apply credits feature is turned on in the Account and Settings. If that's the case, here's how you can turn it off:
For additional reference when reconciling your account, you can read through this link: Reconcile an account in QuickBooks Online. This provides information on how you can keep your transactions and accounts accurate.
Please let me know if you have other questions, david-moorlandsl. I'm always here to assist you. Take care.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.