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dprauto
February 19, 2019
Solved

Newbie ! my invoices dont show as income ?

  • February 19, 2019
  • 3 replies
  • 0 views

Hi all fairly new to this so please be nice :)

I have created a few invoices for customers, emailed them over fine & had payment.I have marked invoices as paid but my income log is still showing zero ? as is profit & loss sheet?

what have i missed ? 

 

I have scanned receipts into the system & they are registering fine as an expense ?

 

Many thanks in advance for any help :)

(hope its nothing really silly i have missed )

    Best answer by

    Hello, dprauto.

     

    The steps provided by my colleague above are for QuickBooks Online. Looks like you’re using QuickBooks Self-employed based on the options you’ve mention.

     

     If you’re paid invoice are missing in your profit and loss, we’ll need to make sure you’re able to record the payments manually as well. If not, you can follow the steps below to do so.

    1. Click Transactions from the left menu and select the Add transaction button.
    2. Type in all the information needed such as amount, date and description.
    3. Select the income category and click Save.

    Please drop by again if you need anything else. Have a great day!

    3 replies

    A
    Alessandra_B
    February 19, 2019

    Welcome to the Community, @dprauto!

     

    Let me help you check the items on your invoice, and guide you to make sure they show on your Profit and Loss report.

     

    Here's how you can verify your product/service:

    1. On the left panel, hover your mouse on Sales, and choose Products and Services. 
    2. Choose the item on your invoice.
    3. Under the Income Account drop-down, choose Sales of Product Income.
    4. Click on Save and Close.

    Also, When you’ve received the payment for your invoice, you’ll need to deposit the payments using the Bank Deposit feature. Here’s how:

    1. Click on the Plus (+) icon, choose Bank Deposit.
    2. Choose the Account.
    3. In the Select payments included in this deposit section, choose the invoice payment.
    4. Click on Save and Close.

    Once done, you can view your Profit and Loss report if the income is already showing.

     

    Feel free to read this article for more information: How to Set Up Inventory Tracking?

     

    Please fill me in if you have any other questions. I’ll be delighted to help you.

    D
    dprautoAuthor
    February 23, 2019

    Thank you for our reply but i do not have a sales option on my main screen ?

    only 

    Home 

    Transactions

    Miles 

    Taxes

    Reports

    Invoices 

     

      A
      Anonymous
      Answer
      February 23, 2019

      Hello, dprauto.

       

      The steps provided by my colleague above are for QuickBooks Online. Looks like you’re using QuickBooks Self-employed based on the options you’ve mention.

       

       If you’re paid invoice are missing in your profit and loss, we’ll need to make sure you’re able to record the payments manually as well. If not, you can follow the steps below to do so.

      1. Click Transactions from the left menu and select the Add transaction button.
      2. Type in all the information needed such as amount, date and description.
      3. Select the income category and click Save.

      Please drop by again if you need anything else. Have a great day!

      A
      Adrianhyc
      December 8, 2020

      i just came across this because i was wondering why my invoice wasn't counting. It looks like QB just wants to keep this auto adding feature as a premium feature for non self-employed packages...that's just greed. Leaving a bad taste in my mouth...

        E
        EmmaM
        December 8, 2020

        Hello Adrianhyc, The Self Employed product is a basic product that does not have a chart of accounts, the only way you can record income is against a bank account in the transactions section of the product. This has been done to make things as user-friendly as possible as adding a chart of accounts can then require set up and consultation with an accountant for example.

        D
        DanB85
        December 8, 2020

        Can you explain how is it more "user friendly" if we are required to duplicate work?

        It wouldn't require an accountant for QB to convert invoices marked as "paid" to income...

        P
        P3NH
        December 21, 2020

        The self-employed version is useless & more work than is necessary. Having come from other versions of QB I'm absolutely disappointed in this program. It's just about useless

          D
          Darren T
          April 14, 2022

          What a load of rubbish, Its added some of my invoices as income and missed others. I had 90% of april to oct added as income just by marking as paid, then its suddenly stopped???? convenient it coincides with the 6 months 1/2 price deal, (which I didn't get also).  

          Tech support said exactly the same I have to add missing ones manually.

          Totally made this tax return a massive ball ache.

          Time to shop around. 

           

           

           

            S
            SLSALSJLS
            July 26, 2022

            Hi, I convinced my two technology averse sisters to sign up to QB self employed saying that just as easy as writing out an invoice. They will never get (or want to) duplicate your work.

             

            I am an accountant and this is ludicrous. Any income/expense system should have your invoice on reports (or as a "transaction" as they say.

             

            This does seem like a major issue that should have been advised when signing up as it renders the whole "Self Employed, does my self employed taxes" advertising redundant unless you duplicate your work.

             

            I noticed this post is old and they say always looking to improve and add to. Considering this post is two years old unlikely they mean this and also read a post that not easy to transfer the invoices to there next level. They do just want you to upgrade at more cost.

             

            And we cannot just leave as we have done 1/3rd of year before realising, so would have to redo all invoices in a new system.

             

            JLS

             

             

             

             

             

             

             

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