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March 30, 2023
Question

Unpaid Invoice

  • March 30, 2023
  • 1 reply
  • 0 views

I've just started with QB online and are wanting to add existing invoices that are outstanding from the desktop version. I cannot for the life in me find how to create unpaid invoices. The New transaction list just shows:

Invoice
Multiple Invoices
Payment

Estimate

Sales Receipt
Credit Note

Delayed Charge
Statement

Can anyone shed some light as the Help section just says "Find and select unpaid invoice" ????

1 reply

March 30, 2023

I'm here to provide some clarification, @Spider Webster.

 

In QuickBooks Online, you can manually record the existing invoices from the desktop version. The system shows the transaction lists for you to decide what type of transaction you need to use to record the data. To add outstanding invoices, you can create an invoice without payment.

 

Also, are there any other steps you did before getting the Find and select unpaid invoice message from the Help section? You can also provide a screenshot for additional reference. This helps us easily determine why it's suddenly showing on your end.


You'll want to pull up the Open Invoices report to generate all unpaid invoices you made within your book. Go to the Reports menu and search for Open invoices. To customize reports, you can check this article: Learn how to get the most out of your financial reports.

 

Please let me know if you have more concerns about QuickBooks Online. I'll be around to guide and help. Take care and stay safe.