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Overpayments on Imported Invoices in QuickBooks Online
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QUESTION

 

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

 

RESOLUTION

 

No, QuickBooks Online 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.

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