After conversion application of open payments to Journal entries

Hi ReneeSchultz,

At this time, turning off the automatic report updates when fixing unapplied payment issues is unavailable. You'll want to export those reports to Excel so you can quickly match the numbers from there.

1. Go to the Reports menu, select Reports Center.
2. Find and open the report.
3. Select the Excel drop-down on the toolbar. 
4. Choose to Create New Worksheet.
5. Click Export.

Once done, manually unapply the payments and credits and manually track them from there. 

Otherwise, you'll want to check out Intuit Marketplace for a specific app that can clear the unapplied payments in QuickBooks. 

You can also personalize reports by adding and removing columns. To give you more information, please see this article: Customize Reports in QuickBooks Desktop.

Thanks you for your reply, but can you explain more about what you mean to manually apply?  It is no problem to download in Excel.  I have attached a quick screenshot of what my AR reports look like.

Welcome back, @ReneeSchultz. 

I can clarify what my colleague means by "manually apply" within their response above. They mean that you can change the information from the report within an Excel file and track it from the file. 

If you decide this isn't an option that's best for your business, then you can look into different apps that can help clear the unapplied payments. In my colleague's post, you'll also find that link. 

Here's an extra article that can provide you with some additional information about exporting reports. 

If you have any other questions, feel free to ask. I want to make sure that you're able to get this resolved as soon as possible. Enjoy the rest of your day!