Let's perform some troubleshooting steps to get this sorted out, rrichtx77386.
If you have QuickBooks Payments, QucikBooks Online (QBO) automatically applies payments to invoices the moment customers pay them. You'll have to create a bank deposit and choose the invoice payments under the Undeposited Funds account. For more details about this one, see the Record and make bank deposits in QuickBooks Online article.
If you don't have the QuickBooks Payments feature, we can check if you created a bank rule. This may be the reason why QBO automatically records deposits. Just refer to the Setup bank rules to categorize online banking transactions in the QuickBooks Online article to learn more about this one. Then, check if the Automatically apply credits option is turned on where it automatically applies payments to invoices. Here's how:
- Click the Gear icon on the top menu.
- Choose Account and settings.
- Tick the Advanced tab.
- Tap Automation.
- See if the Automatically apply credits option is turn on. You can turn it off if you’re a property manager that requires security deposits.
- Hit Save.
- Press Done.
Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.
I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. Take care always.
