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Frequent Contributor *

Fix unapplied vendor payments and credits - change review period

Hi, I'm trying to use this tool. Our year end ran to Aug 31 2019, and I want to fix accounts in the current financial year, but the tool is only looking at the review period of 'last fiscal year'.

 

How do I change the review period for this tool?

 

Thanks,

Daniel

Solved
Best answer 09-19-2019

Accepted Solutions
Moderator

Re: Fix unapplied vendor payments and credits - change review period

Thanks for getting back to me, danielk1.

 

The tool is commonly used to fix the vendor balances before closing the book. This is why the title on the window shows as Review Period: Last Fiscal year. Though, you can still see the open transactions.

 

Just leave me a message anytime if you have additional questions with QuickBooks.

3 Comments
Moderator

Re: Fix unapplied vendor payments and credits - change review period

Hi there, danielk1.

 

You can view all the unapplied payments and open bills in the Fix unapplied vendor payments and credits window. Though, there's no option to filter this on a particular period.

 

You may scroll down a while to see the your current transaction and able to fix the accounts.

 

I'll forward this to our product team so they can take a look at this and might add the option to filter the date of this tool.

 

Leave a message below if you have additional with QuickBooks Desktop preference. I'll be right here.

Frequent Contributor *

Re: Fix unapplied vendor payments and credits - change review period

Hi,

 

Okay - perhaps the title on the window is just misleading? Per the below screenshot the wording in the window header says "Review Period: Last Fiscal Year" with no ability to change it to the current fiscal year so I assumed some filter was automatically being applied? 

 

Untitled.png

 

Thanks,

Daniel

Moderator

Re: Fix unapplied vendor payments and credits - change review period

Thanks for getting back to me, danielk1.

 

The tool is commonly used to fix the vendor balances before closing the book. This is why the title on the window shows as Review Period: Last Fiscal year. Though, you can still see the open transactions.

 

Just leave me a message anytime if you have additional questions with QuickBooks.

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