Hi there and thanks for joining in on this thread to learn more about Unapplied Payments. Understanding the Status of the payments you record in QuickBooks Online is important, so I want to make sure you have all the information you need.
If you're seeing Unapplied in the Status column for a Payment that you received, it's because it hasn't been applied to a specific Invoice yet. To remedy this, you'll want to apply it to an Invoice. Here's how:
- Hover over the Sales tab and choose All Sales.
- Locate the Payment that's showing Unapplied and click it to open it up.
- Ensure that you've specified a Customer with an open Invoice.
- Double-check that the Payment method and Deposit to fields are correct.
- Under the Outstanding Transactions section, check the box next to the open Invoice(s) that you'd like to have this Payment applied to.
- Hit Save and close when you're finished.
To avoid seeing this in the future you'll just have to ensure that you've selected an invoice in the Outstanding Transactions section so that you know your Payment is applied. You can also record a payment towards a specific invoice directly by navigating to the All Sales section of the Sales menu and hitting Receive payment in the Action column of the relevant Invoice. A payment that's applied will show a status of Closed in the Status column.
I hope this clears things up. Reach out if any other questions pop up. I'm here to help you navigate QuickBooks with ease.
