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KRENTZFAN4
Nov 14, 2022 7:23 PM UTC
Question

"UNAPPLIED PAYMENTS"

First, I am a novice in QB.  Recently changed from QBD to QBO.

 

QBO applied some old "unapplied payments" to a bill I was paying.  (Fix needed for another time.) I forgot to look and uncheck those.  Now the outstanding balance on that particular bill is incorrect.  Hope someone can tell me step by step how to fix this please. 

 

Thank you.

 

 

1 reply

Giovann_G
Nov 14, 2022 9:23 PM UTC

Hello, KRENTZFAN4.

 

I know how to fix and remove the old unapplied payment to correct the outstanding balance of the specific bill.

 

You'll have to open the bill and remove the unapplied payment. I'll show you how.

 

  1. Go to the Expenses menu, then Vendors tab.
  2. Select the correct vendor from the list.
  3. Open the specific bill where the unapplied payment is applied.
  4. Click the payments made link below the Payment status.
  5. Choose the payment for the unapplied payment.
  6. A payment transaction window appear, then uncheck the Unapplied Payment box under the Credit field.
  7. Once done, hit Save and close.

 

Additionally, I've included this link for future use if you need assistance personalizing your report to show only the details you need: Customize reports in QuickBooks Online.

 

Let me know if you need anything else. I'll be here to lend a hand. Have a great day.

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