invoice and pmt

I did the steps you laid out in your reply. But for the invoice that wasn't supposed to be marked as paid still shows up as paid in other areas like statements. how do i fix that?

thank you for your help

Hi the_tile_setters!

When you edit the payment and apply it to a different invoice, the original invoice will be removed and it'll remain open. The first thing we need to make sure of is that your QuickBooks Desktop isn't set to automatically apply payments to the oldest open invoice. Here's how to check it:

1. From the Edit menu, select Preferences.
2. On the left pane, select Payments then go to the Company Preferences tab.
3. On the Receive Payments section, check or uncheck the Automatically apply payments as preferred.

Also, it's possible why it's still showing as paid is because of the damaged file. Let me show you how we can fix it by running the verify and rebuild tool.

Before you get started, make sure to backup your company file. Then follow these steps:

1. Go to the Window menu and select Close All.
2. From the File menu, hover over Utilities and select Verify Data.

Once done, please wait for it to load. Then, proceed to the next steps:

1. Go back to the File menu and Utilities.
2. This time, Rebuild Data.
3. Click OK when you get the message "Rebuild has completed".

For the detailed steps on how to use this tool, please check this link: Verify and Rebuild Data in QuickBooks Desktop.

Also, I've added more links you can browse. These will discuss more on what to do with data damage and payment issues:

• Fix data damage on your QuickBooks Desktop company file

• Resolve common issues when applying a payment towards an invoice

Need more help? Keep on posting here and we'll reply as soon as we can. Take care!

I did exactly the steps you have listed and now my bank register is completely screwed up. I don't even 

know where to start to fix it. The balance is now way off. Do you have any idea how much work it was to keep my books perfect? Now What? On top of that, I don't have time for this! I'm too busy installing tile. Now what?

 I can see how valuable is your time that's why you want this taken care of, the_tile_setters.

Reapplying a payment can be done by making sure that you're selecting the correct invoice. Then, ensure that there are no duplicate payments made so you'll not encounter issues with your bank balance. To re-apply payments to the correct transactions, you can simply follow the steps below.

1. Open the invoice that the payment shouldn't have been applied to.
2. Go to the Reports tab and select Transaction History.
3. On the Transaction History window, select the payment and select Go To.
4. On the Customer Payment window, remove the checkmark(s) from the invoice(s) that the payment shouldn't have been applied to.
   Note: If necessary you can edit the amount in the payment column by clicking on the amount and changing it.
5. Put a checkmark on the invoice(s) that the payment should be applied to.
6. Select Save & New.
7. This will apply the payment to the invoice(s) you selected and remove it from the original invoice it was applied to.
   
   

You'll also want to reach out to our support team for assistance. They'll be able to pull up your account in a secure environment and help you where to start to fix the issue. 

1. Select the Help menu.
2. In the Assistant window, enter Talk to a human.
3. Enter your brief concern in the field.
4. Type in/click I still need a human until you see the Get help from a human option.
5. Choose a way to connect with our support.
   
   

I've attached and recommended the same article provided by my colleague that can possibly fix the issue. Resolve Common Issues When Applying a Payment Towards An Invoice.

For reference, please visit these help articles in case you need additional resources in QuickBooks Desktop.

Fill me in and keep in touch if you need further assistance with the process. The Community is always right here to cater to all your need. Have a good day!