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Unassigned Payments

I am receiving recurring payments from Intuit. They are not showing in my income. In tracking down the issue they are appearing as "Unassigned Payments." How do I assign them so that they will show in my P&L as income?

3 Comments
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Anonymous
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Re: Unassigned Payments

Hello, tlsisco.

 

 

You’ll just need to apply these payments to their corresponding invoices. You can find your open invoices by viewing your A/R report. Here’s how:

  1. Go to Reports from the top
  2. Select Customers & Receivables
  3. Choose A/R Aging report.  

Let us know if you have additional questions about QuickBooks. 

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Re: Unassigned Payments

MikiD,

 

Thank you SO MUCH fro your response.

 

This may sound like a dumb question, but do I need to create an invoice for each payment received if none exists in order to assign the payment?

QuickBooks Team

Re: Unassigned Payments

Hi there, tlsisco.

 

Thanks for getting back to us. Allow me to help and provide some additional information about unassigned payments.

 

I appreciate you for following the steps provided my colleague. To answer your questions, you'll need to create an invoice in order to record and assign the payment. This will also keep track of your account receivable. 

 

To create an invoice, here's how: 

  1. At the top menu bar, click Customers.
  2. Select Create Invoices.
  3. From the Customer: Job drop-down, select a customer or customer job.
  4. Fill in the relevant information at the top of the form like the Date Invoice #, Bill to/Sold to and Terms.
  5. In the detail area, select the item/s.
  6. Select Save & Close.

For additional reference you can check this article: Create an invoice in QuickBooks Desktop.

 

If you need further assistance with the steps, I recommend calling our QuickBooks Desktop Support Team. They have the tools to pull up your account and do a remote session. 

 

Here's how you can contact our phone support: 

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select US version of QuickBooks Desktop, and click Contact Us.
  3. Type Customer Care on the search bar.
  4. And click Get the Phone number below. 

This will get you on the right track! Please know that you're always welcome to post if you have any other concerns. Community team will always here to help. 

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