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Talula914
Level 1

Unapplied Payments

Hello, 

 

I am running QB desktop 2019, and I am having some issues with a few payments. They are coming up with Unapplied amounts, almost the entire amount of the payment, in the customer window. However, when you open the payment it does not have or has a small amount unapplied. The invoices the payments are applied to do show they are paid, but these payments are messing up my AR Report.

 

How do I fix this?

1 Comment 1
Catherine_B
QuickBooks Team

Unapplied Payments

Hello there, Talula914.

 

I can help you fix unapplied payments and run a data checkup to make sure your company file is error-free.

 

The Verify and Rebuild Data Utility process will help us identify and resolve common data issues within a company file. To start, you can close all windows and then follow these steps: 

 

  1. Click the File menu and choose Utilities.
  2. Select Verify Data.
  3. After the system recognizes issues, you can continue with rebuilding the data. 

For the detailed process I shared above, you can click here

 

If there are no issues identified, you can delete the duplicate payments to clear them out in the customer's transaction list and reports. Feel free to use this link to know more about customer transaction workflows in QuickBooks Desktop.

 

Always know that the Community is ready to help you. Take care and have a great day!

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