Thanks for getting back to the thread. Allow me to chime in and share my thoughts about this matter.
I suggest reviewing the payment application process in the program and ensuring the correct application to the corresponding invoices. Here's how:
- Go to the Sales menu.
- Choose Customers or Invoices to navigate the specific invoice for which you want to review the payment.
- Click on it to open the details.
- Look for the Payments section within the invoice details.
- Check the payment details to confirm, including the date, amount, and associated reference numbers.
Next, you can run the Sales by Customer Detail report. It provides a detailed breakdown of sales transactions, including invoices and payments for each customer, enabling you to track individual transactions, outstanding balances, and payment history.
If everything is fine, try accessing your account using a private browser to rule out the possibility of a webpage issue. Please refer to the following keyboard shortcuts based on your browser type:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
If the private browsing session works, clear the browser's cache so the system can restart. This task is also possible in other supported, up-to-date browsers. Clearing the cache will reboot the system, allowing you to work with clearing the stocked cache and cookies causing the issues.
It would be helpful to memorize your reports in QBO. It will allow for easy access in the future and eliminate the need to go through the customization process again.
Please do not hesitate to contact us again if you have any additional concerns regarding QuickBooks. We are always here to assist you with any questions you may have. Stay safe!
