Rent receipts not applied to correct month

Anonymous · ‎September 08, 2022

Good morning From March 2022 to September 2022 in some of the months the rent receipt has been applied to the wrong month. For example July receipt was applied to April invoice. The tenant is up to date with the rent so it should say March applied in March through to September applied to September. How do I fix this? Thanks

MJoy_D · ‎September 08, 2022

I can help you with applying the rent receipts to the correct month, @Anonymous.

You can edit the date of the receipt by undoing it. Once done, edit the transaction date to apply it to the correct month.

Follow the steps below:

Go to the Banking menu and then click the Receipts menu.
Proceed to the Reviewed tab and find the receipt. Click the Undo add link under the Action column.
Select the For review tab and then click the Review link under the Action column.
Review the Transaction Date to apply it to the correct month and other details.
Click on Save and next once you're done.

Here's more information on how to add attachments to your transactions to help you with managing your books: Add or delete attachments in QuickBooks Online.

Once you're done, here's more information about adding it as an expense or setting it as billable in QuickBooks: Enter and manage expenses in QuickBooks Online.

Let me know if you need further help to apply those receipts to the correct month by leaving a reply below. Stay safe and have a wonderful day!