Help Please.. Applied Payments

Hi, Douglas. I'd be glad to assist you with this. 

You can go to the Sales page to view the list of received payments and select it to view the associated invoice or invoices. I can share the steps to achieve this in QuickBooks Online (QBO).

1. Select Sales on the left navigation panel.
2. Click on the All sales tab.
3. From the Type drop-down list, choose Money received.
4. Choose a specific customer from the Customer dropdown or select All.
5. Select View/Edit for the Payment type of transactions. Invoices that are associated with the payment are marked with a checkmark.
6. Select Save and close or click on the X icon to close the received payment window. 
   

    

Alternatively, you can consider running the Open Invoices report to help in the task of identifying which invoices are open. 

1. Go to Reports.
2. Type in "Open invoices" in the search field and select the report.
3. Click on Customize to filter the data you need.
4. Hit Run report.

If you need to review categories for automatically downloaded transactions from your bank feed, let me add this article as a guide: Categorize online bank transactions in QuickBooks Online.

We'll be here in the Community should you need further help identifying which invoices are associated with payment in QBO. We're committed to offering ongoing support. Take care. 

Hi @Douglas2468,

Hope you’re doing great. I wanted to see how everything is going about your concern the other day, specifically about finding which invoices in QuickBooks Online are associated with a received payment. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

Thanks.