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verhol_07
Level 1

I'm trying to enter my customer payments , but it's not saving the selected invoices paid, and sending my payment to unapplied payments

 
3 Comments 3
FritzF
Moderator

I'm trying to enter my customer payments , but it's not saving the selected invoices paid, and sending my payment to unapplied payments

Welcome and thanks for reaching out to the Community, @verhol_07.

 

To check if this is a browser-related (cached and cookies) issue, try signing into your QuickBooks Online (QBO) using a private browser (incognito). This will help us check if browser is already full of frequently accessed page resources, causing some unusual responses.

 

Here's how:

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

 

Once logged in, try to receive payment again to double-check. Refer to this article for the detailed steps on how: Record invoice payments in QuickBooks Online.

 

If it's successful, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

 

For the payments that were already unapplied, here's how to manually assign them to invoices:

 

  1. In QBO, go to the + New option at the top left to Receive Payment.
  2. Choose the name of the customer from the drop-down menu.
  3. From the Outstanding Transactions section, pick the transactions that you’d like for QBO to calculate. This will change the payment total.
  4. Select the payment method.
  5. You can either deposit the money to your checking account or the Undeposited funds account.
  6. Hit Save and close.

 

For tips and other resources, you may visit our website for reference: Self-help articles.

 

Feel free to click the Reply button below if you have additional concerns. I'll be here to answer them. Have a great day!

verhol_07
Level 1

I'm trying to enter my customer payments , but it's not saving the selected invoices paid, and sending my payment to unapplied payments

Thank you, for your quick response. But I already tried using the browser incognito and also clearing the cache. The issue still persists. 

Candice C
QuickBooks Team

I'm trying to enter my customer payments , but it's not saving the selected invoices paid, and sending my payment to unapplied payments

Good afternoon, @werhol_07. 

 

Thanks for reaching back out and adding that clarification about the issue. Ensuring that you're able to get these customer payments are saving with the selected invoices paid is my priority. 

 

Since you've tried using a incognito window, clearing your session's history, and a different browser, I recommend contacting Customer Support Team. They'll be able to use a screen share to review your account and see what's causing this to occur. Here's how: 

 

  1. Go to the Help icon in the top right-hand corner. 
  2. Press the Contact Us button. 
  3. Give a brief description and hit Let's Talk
  4. Scroll down and choose to Get a callback

 

That's all there is to it! For future reference, our tutorials page can give you more details about your QuickBooks Online (QBO). 

 

Let me know how it goes. Should you need any further assistance, don't hesitate to ask. I'm only a few clicks away if you need me. Wishing you and your business continued success!

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