A customer made two large payments which did not exactly track to open invoices. Our CFO asked me to leave the dollars in unapplied cash until we could determine how to apply. Now I need to move the money to the customer's account as a credit and apply it to certain invoices. I am not sure how to do that. Any help is appreciated.
The best way to have done this from the get go, is to receive the full amount in receive payments, then when you save QB would ask you if you want to refund or retain as a credit, select retain and it will be there when you need it next time.
without know how you did it, sorry can not tell you how to do what you want. You have a CFO he should be helping you with accounting, ask.