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oandj19
Level 1

Why is QBO is not recording my invoice payments when I am applying them the correct way? After recording payment against many invoices, shows as unapplied??

 
3 Comments 3
Kristine Mae
Moderator

Why is QBO is not recording my invoice payments when I am applying them the correct way? After recording payment against many invoices, shows as unapplied??

I've checked our files, Oandj19. I haven't seen any open cases the same as yours. Let's get this sorted out.

 

The payment linked to the invoice shouldn't be unapplied. You might be experiencing some browser hiccups. We'll have to want to perform some basic troubleshooting to resolve this. Start with logging into your account through a private browser. It's the best place to isolate web issues. Here are the shortcut keys:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

If payments are correctly applied using a private browsing session, go back to your regular browser and clear its cache to refresh the program. It's advisable to delete them periodically to avoid and fix issues like this.

 

On the other hand, you can use a different browser to narrow down the issue.

 

I'll also include this article to help you more about receiving and recording the accounting for invoice payments: Record invoice payments in QuickBooks Online.

 

Get back to this thread if you need more of our help. We're one comment away. Take care!

oandj19
Level 1

Why is QBO is not recording my invoice payments when I am applying them the correct way? After recording payment against many invoices, shows as unapplied??

Yep, tried all of this, same issue.  I was on with your tech support numerous times so I should have a couple cases attached to my account if it works that way.  Last I was told was there is a glitch in the program and/or our company file and given an insufficient work around that still left all of my specific invoices unpaid/past due.  I wanted to post here to see if any one else was having issues with recording payments...  I'm at a loss. 

GlinetteC
Moderator

Why is QBO is not recording my invoice payments when I am applying them the correct way? After recording payment against many invoices, shows as unapplied??

Thanks for trying the recommended steps, oandj19. I can help you get this fixed.

 

The unapplied cash payments are adjustments that QuickBooks Online records automatically to fix inconsistencies between invoices and customers. I'll show you how to resolve this.

 

  • Determine the actual date of the customer invoices.
  • Determine the actual date of the customer payment.

To give you information about how unapplied payments work in QBO, take a look at these articles:

 

Reach back to me if you need additional help. Keep safe!

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