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T
TerryLBS
October 28, 2022
Question

Payments Received Without An Invoice Don't Appear In Sales Even After Categorizing Them

  • October 28, 2022
  • 1 reply
  • 0 views

Hi, Rookie question here. 

 

A few of my clients need me to invoice them using their invoicing system so I don't create an invoice for them in Quickbooks Online (though I do for all others). When they pay their invoice I see the deposit in my business account and categorize it as sales. I just noticed that these deposits do not show up as sales in the sales window on the dashboard so my total sales are way off from what's in the profit and loss window. They also don't appear in the All Sales section of the Sales area.

 

Clearly categorizing these transactions was not enough so how do I get these missing but fully paid sales into my system?

 

Any guidance would be much appreciated. Thanks in advance!

1 reply

Q
QueenC
October 28, 2022

Hi there, @TerryLBS.

 

I see your point here and I appreciate you for sharing more information about your issue.

 

The Sales section includes your totals sales. These are your client's paid invoices and sales receipts in QuickBooks Online (QBO). I can see how it would be very useful for businesses to be able to associate all sales-related transactions, regardless of how it was created.

 

While it's presently unavailable in QBO, I recommend sending a feature request to our product developers.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Click Next to submit.

 

You can always check the status of your request through this link: QuickBooks Online Customer Feedback.

 

In the meantime, I suggest you record the invoices in QBO for an accurate report.

 

You can also read through this article to help you match your bank transactions as payment: Categorize and match online bank transactions in QuickBooks Online.

 

Keep in touch if you need help with managing your bank transactions. Enjoy your weekend!

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