If you apply a payment on a wrong invoice, you can edit the payment transaction to correct it. On the Receive Payments section, check or uncheck the Automatically apply payments as preferred. ![]() On the left pane, select Payments then go to the Company Preferences tab.From the Edit menu, select Preferences.To keep QuickBooks from automatically applying for payments, you need to set your payment preference. This will apply the payment to the invoice(s) you selected and remove it from the original invoice it was applied to.Put a checkmark on the invoice(s) that the payment should be applied to.Note: If necessary you can edit the amount in the payment column by clicking on the amount and changing it. On the Customer Payment window, remove the checkmark(s) from the invoice(s) that the payment shouldn't have been applied to.On the Transaction History window, select the payment and select Go To.Go to the Reports tab and select Transaction History.Open the invoice that the payment shouldn't have been applied to.Performing the following steps will re-apply payments to the correct invoices without affecting your reconciliation. Some businesses may not want payments posted in this order. If you set QuickBooks to automatically apply for payments, your payments will be automatically posted to the oldest open invoice. Choose the invoice(s) you will pay with a credit card.Choose the appropriate credit card for the payment method.(Optional) Enter the Reference or Check #.On the Received from drop-down, select the customer or customer job.From the Customers menu, select Receive Payments.Note that the cash payment item will show a negative amount and the Total and Balance due is equal to the amount which will be paid using a credit card. On the amount column, enter the amount of the item(s) that will be paid by cash. Select the Cash Payment item you created in step 1. ![]() Note: You need to use two separate lines for items that will be paid by cash and credit card.
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