Dec 12, 2025
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 apply any overpayment as a credit to the Customer's account.

POSSIBLE WORKAROUND
Use Transaction Pro Exporter to export a list of Invoices and compare it to the Receive Payments import file. Then filter the import file to include only Receive Payments that do not result in an overpayment.
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