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shaun gonsalves
June 6, 2022
Question

How to stop Auto payment allocations in QuickBooks Desktop Premier.

  • June 6, 2022
  • 1 reply
  • 0 views

Hi Team,

 

Re:Accounts Receivable - Query on payment allocations.

 

We import transactions via IIF (Invoices / Credit notes / Payments), and QuickBooks Premier automatically allocates / assigns the transactions.


. The system automatically allocates / assigns payments to an invoice based on FIFO method and I do not want my system to allocate payments with odd invoices. I would like to manually apply the payments based on the received payments / Credit notes

 

I also went to Edit > Preferences > Payments > and i unchecked Automatically apply payments, and Automatically calculate payments. Even after unchecking these, the system continues to auto allocate.

 

Any idea how to stop Auto Payments allocations?

 

Thanks,

Shaun

1 reply

M
Mich_S
June 6, 2022

Allow me to provide you with the appropriate support to help you stop auto payments in QuickBooks Desktop, @Chris11_2 Atlantic.

 

Some questions may have answers and troubleshooting solutions available in the Community. However, there are some issues that can only be resolved by your file provider.

 

Based on your situation, I strongly advise contacting your IIF file provider for assistance in inspecting its contents. They'd also be able to give you the best possible resolution to this issue.

 

For future reference, check out the tasks you can do with IIF files.

 

Loop me in if you have other concerns with handling payments. I'm always around to assist. Take the best care!

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