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Payment Applied to the Wrong Invoice
Payment Applied to the Wrong Invoice

What to do if a payment is applied to the wrong invoice in QuickBooks Online

Samantha Prosser avatar
Written by Samantha Prosser
Updated over 2 months ago

If a payment is accidentally applied to the wrong invoice in QuickBooks Online, here are steps to correct it:

Step 1: Locate the Payment

  • Log in to QuickBooks Online.

  • From the dashboard, hover over the Sales tab on the left side.

  • Select Customers (or Members) and find the member whose payment was applied incorrectly.

  • Under the Transaction List, locate the payment in question.
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Step 2: Unapply the Payment

  1. Open the incorrect payment by clicking View/Edit.

  2. In the payment details screen, uncheck the invoice the payment is attached to.
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Step 3: Reapply the Payment to the Correct Invoice

  1. After unselecting the incorrect invoice, select the correct invoice to apply the payment toward.

  2. Save the changes.

Step-by-step visual:

Step 4: Review Invoices

  1. Go back to the member's profile and check both the incorrect and correct invoices.

  2. Make sure that the payment is properly reflected against the correct invoice.

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