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December 31, 2023
Question

I transferred from self employed to simple start.3 invoices were auto matched however wont clear in the invoice section

  • December 31, 2023
  • 1 reply
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1 reply

December 31, 2023

Hello there, geigerrs. Let me explain why the auto-matched invoices were not cleared in the invoice section.

 

If the invoices weren't paid while transferring from QuickBooks Self-Employed to QuickBooks Online, they wouldn't be cleared from the invoice section. To guarantee they are cleared, we need to ensure that the invoices are paid and recorded.

 

If the invoices have been paid but are still not cleared from the section, we can troubleshoot the issue to ensure it is resolved. This may happen because the browser's data collection has accumulated over time due to frequent page visits. We can perform some troubleshooting steps to fix this.

 

We can use a private or incognito window to rule out cache issues in your browser. Here are the shortcut keys:

 

  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Google Chrome browser: Ctrl + Shift + N
  • For Safari BrowserCommand + Shift + N

 

Furthermore, you can clear your browser's cache and cookies to run it optimally. Also, use a supported browser to make use of the features seamlessly. 

 

You can refer to this article to learn how to review your bank and credit card transactions that you have downloaded.: Categorize online bank transactions in QuickBooks Online.

 

We're always glad to guide you on clearing those auto-matched invoices in your invoice section. Don't hesitate to post here in the Community.