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I have unallocated a payment from one of our customers, as it had been incorrectly allocated. This was a foreign currency payment which should have been allocated against a $8,916 invoice, whereas it had been allocated against $7,430 invoice. When I reallocated this payment against the $8,916 invoice, it kept a payment for $7,430 on the account which is now sitting unallocated. This should not be there. How can I remove the payment for $7,430?
Best answer January 18, 2022
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Thanks for the prompt response, @SFMCK. I'm here to help you fix a payment applied to a different invoice in QuickBooks Online (QBO).
In QBO, the unapplied payments can be applied to open invoices. Since you don't have any open invoices, are they all marked as paid? If so, we can delete its payment since it's a duplicate.
Here's how:
- Go to Sales, then select All Sales.
- From the Type column, select the payment you want to delete.
- Select More at the bottom of the page, then Delete.
You can also visit this article to learn more about receiving payment against the wrong invoice: How to fix a payment applied to the wrong customer invoice.
Additionally, consider checking out these articles that will help you manage your bank's downloaded transactions: Categorize and match online bank transactions in QuickBooks Online
Reach out to me if you have any other questions besides fixing duplicate payments. I'm a few clicks away to help. Have a wonderful day!
Thanks for the prompt response, @SFMCK. I'm here to help you fix a payment applied to a different invoice in QuickBooks Online (QBO).
In QBO, the unapplied payments can be applied to open invoices. Since you don't have any open invoices, are they all marked as paid? If so, we can delete its payment since it's a duplicate.
Here's how:
- Go to Sales, then select All Sales.
- From the Type column, select the payment you want to delete.
- Select More at the bottom of the page, then Delete.
You can also visit this article to learn more about receiving payment against the wrong invoice: How to fix a payment applied to the wrong customer invoice.
Additionally, consider checking out these articles that will help you manage your bank's downloaded transactions: Categorize and match online bank transactions in QuickBooks Online
Reach out to me if you have any other questions besides fixing duplicate payments. I'm a few clicks away to help. Have a wonderful day!
