Just migrated from QB desktop to QB online-Now I have several invoices that have been previously paid but are showing up to be paid and I have unapplied payments that tie to the unpaid bills. Do I just check each one of these and click "Clear Payment"? I do not want to delete these bills, I just need them to show as paid. Thanks!
There are times that during importing transactions, a similar amount of transactions affects how QuickBooks input them in the system.
Don't worry, I can help you record them correctly in QuickBooks. For the invoices that you wanted to show as paid, we can simply follow these steps to mark them as paid.
Click the +New icon and select Receive payment.
Select the Customer, then check the boxes for the invoices you want to record as paid.
Click Save and close.
For the unapplied payments that are linked to unpaid bills, we can change the affected accounts to different expense account from Accounts payable. This way, they will be unlinked to the unpaid bills. Here's how:
Go to the Expenses menu and select Expenses.
Look for the affected transaction and change the account under the CATEGORY column. Simply click the drop-down arrow to select the account.
You can also check out our Getting Started guide. This will provide you recommended articles that can help you in accomplishing your task in QBO.
If there's anything else I can do for you, please let me know. I'll be around to help you.
For the invoices I am referring to, they are for vendor payments not customer payments so therefore I am not able to go in and receive payment. These are for bills that I have previously paid to vendors.
I'd like to provide some additional info so you're able to get these vendor payments taken care of.
As you mentioned in your original post, yes you can click the "Clear Payment" button. This removes the amount and opens up a panel on the right side of the page with open Bills. You can choose the correct bill to pay for from this list by clicking Add.