Oct 18, 2023
445
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.