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September 8, 2024
Question

How do i choose a customer for one transaction without it changing all of the payments received to that one customer?

  • September 8, 2024
  • 1 reply
  • 0 views
For example I am adding weekly invoice payments but assigning to correct customer to track payment. When I do so it changes all of the future transactions to that one customer. How can I stop this or avoid this? What am I missing?

1 reply

September 8, 2024

I can share some information regarding this, acman1223.

 

If you edit your recurring transaction in QuickBooks Online (QBO), the changes will affect certain items and customers. Since you want to edit a customer using a recurring template, you'll receive a message before it changes the entry. You'll have the option to select Update for all or One time only.

 

Please note that changing the template is not advisable since it can modify other transactions as well. To avoid this, we can choose One time only because this will only save the changes for the transaction for which you made the change.

 

Another choice that we can make is to create a one-time payment for your invoice. Kindly follow these steps:

 

  1. Go to the + New, then click Receive Payment.
  2. Choose the name of your customer from the Customer dropdown.
  3. Ensure that the account in the Deposit To field is correct.
  4. Find the invoice transaction and tick this.
  5. Click Save or Save and Close.

 

For more information, kindly refer to these resources:

 

 

Please let me know if you have further questions about recurring invoices, acman1223. We're still here to help you.