Skip to main content
J
jenniferleifheit
April 27, 2024
Question

Is anyone else having an issue with applying payments to invoices?

  • April 27, 2024
  • 1 reply
  • 0 views
It seems the last few days applying undeposited payments to newly created invoices is not working as usual.  I am getting an error message saying payments cannot be applied because they are already deposited.  And if I can apply a payment, it changes the amount to match the balance due on the invoice.  I used to be able to just apply each payment after the invoice was created from an Open Invoices Report.  One invoice could have several undeposited payments applied to it.  

    1 reply

    Clark_B
    Clark_B
    April 27, 2024

    Resolving the issue of applying payments to invoices is our focus here, Jennifer. I appreciate all your efforts in dealing with this problem.

     

    To start with, May I ask how you record the undeposited payments? If you refer to unapplied payments, you can apply them to the open invoices using the received payments.

     

    In the meantime, let's do some troubleshooting steps to determine if the issue with applying payments to invoices in QuickBooks Online (QBO) is related to your browser. Please open an incognito window to prevent your browsing history from being saved. You can use the following keyboard shortcuts based on the type of browser you are using:

     

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

     

    If the private browsing session works, you can clear the browser's cache to improve the program's performance. You can also use other supported, up-to-date browsers as an alternative which will provide the best and most secure experience with QuickBooks.

     

    I've included a helpful article that will help you categorize your transactions uploaded to QBO: Categorize online bank transactions

     

    Please let me know if you have follow-up questions about applying payments to invoices or anything else QuickBooks. I'll be more than willing to answer them. Take care always.

    Terms & ConditionsAccessibility statement