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QuickBooks accountancy software is running well since its inception in the market.  This accountancy software is proving beneficial for small or middle order businesses. It is a reliable product created by Intuit. There are some issues with QuickBooks.  All problems are solved by an expert professional.

If you want to Fix Unapplied QuickBooks Customer Payments, and credits, you just follow the steps mentioned below:

  • You can go to the menu bar and after that select accountant, client data review as well as launch client data review. After that you launch fix unapplied customer payments and credit task in Accounts receivable group. In case, you do not finish these changes as part of dated review, from the menu bar, you can select accountant, client data review and after that launch fix unapplied customer payments and credits task.
  • If the accounts receivable amount exceeds one, you can have an overview of details of each by choosing correct amounts.
  • Choose the customers in the list. When the customer selected[ on the left], the invoices and charges tab shows unapplied payments and credits [on the left side] and open invoices [on the right side] for a particular customer.

For opening the customer invoice, you have to assign credits or unapplied customer payments.

  • On the Invoices and Charges tab, you can put a checkmark next to the credit or payment that is in the left pane. On the right pane, next to the associated open invoice, you can put a checkmark. On this invoice, you want to apply for the payment.
  • If you want to do apply just a part of the credit or payment, you can enter some amount in Amt to apply column.
  • You can tap on the Apply button for assigning the payments or credits chosen in the left and open invoices chosen in the right. The items are already pointed out confirming that they are given.
  • After this, you have to click Auto Apply All button for applying all the unapplied payments as well as the credits to the invoices on the right.
  • You have to tap save to begin work on other customer record. For completing the task, you can save and close.

By following a step by step procedure, you can fix Unapplied QuickBooks customer payments. You can seek the expert guidance as well.

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