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Overpayments on Imported Invoices in QBO

QUESTION

Is there a way to set Transaction Pro Importer to not process payments if it will result in an overpayment?

RESOLUTION

No, QuickBooks Online (QBO) will make any overpayment a credit on the Customer's account.

POSSIBLE WORKAROUND

Use Transaction Pro Exporter to export a list of Invoices and compare to the Receive Payments import file. Then filter the import file for just the Receive Payments that do not result in an overpayment.

  • 24
  • 15-Jul-2019
  • 1035 Views