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Rafiq
Level 3

Allocate customers' payments to account rather than invoices?

One of my customers has been sending me random bank payments with no invoice reference and I am unable to match them.  They also cannot verify which invoices relate to the payments.

What is the solution in this case?

Can I allocate the payments to invoices that are outstanding?  Do I somehow allocate to the account - which will probably mean the invoices are left "open"?

Please advise.

Thanks

Solved
Best answer October 29, 2021

Accepted Solutions
Ashleigh1
QuickBooks Team

Allocate customers' payments to account rather than invoices?

Hello Rafiq, Welcome to the Community page, I would suggest you just start at the earliest and then work to the current date and match the same amounts together. 

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1 REPLY 1
Ashleigh1
QuickBooks Team

Allocate customers' payments to account rather than invoices?

Hello Rafiq, Welcome to the Community page, I would suggest you just start at the earliest and then work to the current date and match the same amounts together. 

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