QB 2023

I got you, @usercrab. Let me make it up to you regarding the payment unlink of your invoices in QuickBooks Desktop.

The payments likely were unapplied if you moved your data from QuickBooks Online to QuickBooks Desktop.

When you transfer your paid invoices from QuickBooks Online to QuickBooks Desktop for Mac, the payment is automatically unapplied. This case usually happens when converting your data because of the feature and interface differences.

In this case, we need to relink the payment one at a time since doing this by batch is unavailable in QuickBooks Desktop for Mac.

Follow the steps below on how to relink the payments:

1. Select Customers from the top menu bar.
2. Choose Receive Payments.
3. Under the Received from the drop-down menu, select the appropriate customer.
4. Tick the checkbox of the invoices you want to close and click the Discounts and Credits icon.
5. Choose the credit on the Credits tab to apply and then hit Done.
6. You may see a prompt to confirm the transfer. If you do, select Yes. 
7. Click Save & Close to complete the process.

Additionally, for more information on ways to track client transactions in QuickBooks Desktop, I suggest reading this article: Accounts Receivable Process Guide.

There are things to discover as you start navigating QuickBooks Desktop. Here are some of the resources you may need: Get started with QuickBooks Desktop.

Please comment below if you have concerns with your reports and cashflows in QuickBooks Desktop. I'm more than happy to share more.

Do I need to do this for every single invoice?  It'll take me a month if that's the case

Thank you for getting back regarding the invoices in QuickBooks Desktop (QBDT) Mac.

Yes, you’re right. You will need to work on it for every single invoice. I understand how this can be time-consuming on your part. That said, I recommend you utilize a third-party application that supports integration with QuickBooks.

I’m always here to assist you in case you have further concerns with QuickBooks. Stay safe!

I'm totally not ok with this.  I'm on online and my reconciliations are off.  I was told that 2023 would fix some of the issues.  Instead I have 2 versions of 2023 that I can't merge.  I want my $1250 back

I know this hasn't been an easy process for you. 

Every penny counts when running a business, and I'd like to point you in the right direction of support to get this sorted out. 

To further assist you with your data conversion in QuickBooks Desktop, I recommend reaching out to our Customer Team Support. They have equipped tools to help you investigate this matter and find potential solutions. 

Here's how you can contact them: 

1. Go to the Help  menu and select QuickBooks Help.
2. Click Contact Us.
3. Give a brief description of your issue, then click Continue.
4. Sign in to your Intuit account, tick Continue, and then select Continue with my account.
5. We'll email you a single use code. Enter your code and select Continue.
6. If you have more than one account, select the account you want to use and then click Continue.
7. Select to chat with us or Have us call you.

Check their availability hours so they can address your concerns promptly and get you up and running again.

I'm more than willing to listen if you have any other concerns with your payroll or any processes in QuickBooks Online. I'll ensure your needs are taken care of. 

I can't tell you my frustrations with QB's.  They deleted an account that had all my files up to march or 2022 online.  If I could move to another platform I would.