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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
JasroV
QuickBooks Team

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I got the steps you need to turn off the automatically apply payments option in your QuickBooks Desktop (QBDT), Anna.

 

The steps you're referring to is for the QuickBooks Online (QBO) version. For QBDT, you'll just have to go to the Preference menu and made some modifications from there. I'd be glad to guide you how.

 

  1. Go to the Edit menu and select Preference.
  2. Select the Payments menu.
  3. Click the Company Preferences and ensure to uncheck the Automatically apply payments box. 2.PNG
  4. Then click OK.

 

Once done, you can now seamlessly record your customer payments. In case you need to refund your customer in the future, feel free to check out this link for reference: Give your customer a credit or refund in QuickBooks Desktop for Windows.

 

I'd still recommend posting here in the Community space if you have other queries about recording invoice payments. I'm always here to back you up. Have a good one and keep safe!

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