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qdevivre
January 21, 2025
Question

"Suggested transactions" that have already been paid are popping up on new invoices?

  • January 21, 2025
  • 1 reply
  • 0 views

I'm writing an invoice for December and using "suggested transactions" to add line items. However I realized that many of these "suggested transactions" were billed and paid in November. How can I fix this new issue? It's making it super annoying to write new invoices for clients.

1 reply

K
Kurt_M
January 21, 2025

I understand how this option can slow down your invoicing process, @qdevivre. I'll provide details about what should show on your invoice page and how to fix them while streamlining customer invoicing in QuickBooks Online (QBO).

 

Please know that outstanding transactions, such as billable expenses or time, will appear on the right side of the invoice page. Also, transactions settled in the previous year won't appear when entering an invoice. Thus, I recommend reviewing them to confirm if they are still open. 

If you wish to remove the suggested transactions that appear on your invoices, you can turn off this functionality by modifying the settings. These are the steps:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the + New button and select Invoice.
  3. Choose a customer in the Customer field and add all the important details. If the Suggested Transactions don't appear, click the Gear icon beside Manage.
  4. In the Suggestions section, select the Dropdown Arrow and uncheck the box beside Automatically show suggested Transactions.
  5. Once done, click Save or Review and send button.

 

For reference, see the image below.

 

 

 

In addition, check out this article for guidelines on receiving customer payments in QBO: Record invoice payments in QuickBooks Online.

 

If you require assistance with invoice management, please know our QuickBooks Live Expert Assisted can offer tips and guidance in streamlining this task. You can check them out anytime.

 

I invite you to utilize the comment section and connect with me if you have other inquiries about QuickBooks. Rest assured, I can provide the best support to resolve them promptly. Stay safe.

E
EldeV
January 22, 2025

I am not trying to deactivate suggested transactions. I am noticing that some of the suggested transactions have already been invoiced and paid for and I’m not sure why they’re showing up as suggested. Can this be fixed?

J
JaneDave_I
January 22, 2025

Thank you for bringing this up, Elde.

Suggested transactions under Invoice usually shows all the non-posting transactions that are linked to your customers.

To get this resolved quickly, I highly recommend contacting our QuickBooks Support team. They have the access and the necessary tools to isolate and further elaborate the unusual behavior of your account. 

Here's how you can reach them:
 

1. Sign in to your QuickBooks Online (QBO) company.

2. Select (?) Help in the upper right corner of your screen.

3. Type a question or topic you need to help with, then select Contact a human.

From there, they’ll be able to provide you with personalized assistance to ensure everything is aligned correctly in your reports.

Moreover, I also want to make sure your issue gets taken care of right away. Thus, I suggest reviewing our support hours as your guide. 

Once resolved, you can utilize this tool to guide you how to customize sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online 

Furthermore, please read this article to learn further on how to modify, and run reports in QBO: Run a report in QuickBooks Online

We're dedicated to ensuring you have the resources you need to succeed with our product. If you need further assistance with managing invoices or have any other questions, please feel free to comment on this post. We're here to support you at every step.

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