Hello there, @accountingnwt.
I have here some insights to share about your queries. One of the reasons why the credit was applied to a different invoice is that the Automatic Apply Credit feature is enabled in QuickBooks Online (QBO). Let me guide you through the steps on how to sort this out:
First, make sure to disable the Automatic Apply Credit feature. Here's how:
- In your QBO account, go to the Gear icon, then select Account and settings.
- Click on the Advanced tab.
- Select Edit in the Automation section.
- Turn off Automatically apply credits to decide which open invoices you want to apply credit memos to.
- Select Save, then Done.
Next, delete the payment linking the Credit Memo and the Invoice. Record payment to the correct invoice once the transaction is deleted.
Moreover, can you provide more details of your second query? You can also share some screenshots. It'll be a great help for me to better understand your situation.
Also, if you're not using the Automatic Apply Credit feature, I recommend opening a different browser or a private window to help isolate the issue. QBO can occasionally be poorly configured which results in unexpected behavior of the program due to overloaded site data.
Here's how to activate incognito mode in some of the most common online browsers:
- Google Chrome and Microsoft Edge: Ctrl+ Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
If the Credit Memo no longer automatically links to a different invoice, it's safe to say that the browser has caused it. This can be fixed by clearing your cache and cookies. This helps refresh website preferences that might be causing problems when you use QuickBooks.
Additionally, I'll also share this link where you can browse articles that can help you organize payments in QBO: Invoices and Payments Help Articles in QuickBooks Online.
Feel free to share more information about your concern by leaving a reply. The Community team always has your back. Have a good one.
