Nov 04, 2025
QUESTION
Is there a way to set Transaction Pro Importer Importer to not process payments if it will result in an overpayment?
RESOLUTION
No, QuickBooks Desktop (QBDT) 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 it to the Receive Payment import file. Then filter the import file for just the Receive Payments that do not result in an overpayment.
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