help pleasei can see 2 bank payments and they do not allocate

Hello there, Dave.

Let's ensure your bank payments are allocated to the correct customer in QuickBooks Online.

To assist you better, could you please clarify where these bank payments originated from? Were they downloaded from your bank feed in QuickBooks and automatically matched? Were they manually entered into QuickBooks, or did they come through a payment processor, such as GoCardless?

If the transactions were downloaded from your bank feed, QuickBooks automatically attempts to match them based on details such as the payee name, amount, or description. Sometimes, this auto-matching feature may assign payments to the wrong customer account if the details aren’t exact, which could be why these two payments appear under the incorrect customer.

To fix this, if the payments have already been categorized, you can undo the transactions and reassign them manually. Here’s how:

1. Navigate to the Accounting menu and choose Bank transactions.
2. Select the account where the payments were recorded.
3. Click on the Categorised tab.
4. Find the transactions that were matched to the wrong customer.
5. Click Undo.
   

To manually match the payments, follow these steps:

1. Go to the For review tab and locate the transactions in question.
2. Select each transaction and click on the Match option.
   
3. Assign the payment to the correct customer account or invoice manually.
4. Once done, select Match to save the changes.

If the payments were manually entered, you can edit the customer and change the assigned customer to the correct one. If the payment is linked to the wrong invoice, you may need to unlink the original assignment and reapply it to the correct invoice.

If the payments were processed through GoCardless, I recommend contacting our QuickBooks Live support team for further investigation and assistance.

You can revisit this link if you have follow-up questions.