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User_20200731
August 19, 2020
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Reports and Non-Posting Invoices

  • August 19, 2020
  • 2 replies
  • 0 views

What would be the best way to go about making a custom report to show all pending non-posting open AR invoices?

 

The purpose of this report is to be a weekly review report to flag for review in process invoices that are not final.

 

Thanks!

Best answer by DivinaMercy_N

Hello there, @User_20200731.

 

You can open the Pending Sales report in QuickBooks Desktop (QBDT) to view all the pending non-posting open invoices. Let me walk you through the steps:

 

  1. Go to the Reports tab.
  2. Select Sales and choose Pending Sales. 
  3. Click the Customize button to personalize your report.

 

For more details about customer reports, you may visit this article: Sales reports in QuickBooks Desktop.

 

Also, if in case you want to customize your sales forms template, create duplicates, and import or export templates, you may check out this link for the detailed steps: Use and customize form templates. 

 

Know that I am here anytime you need help with QuickBooks. Take care always.

2 replies

DivinaMercy_N
DivinaMercy_NAnswer
August 19, 2020

Hello there, @User_20200731.

 

You can open the Pending Sales report in QuickBooks Desktop (QBDT) to view all the pending non-posting open invoices. Let me walk you through the steps:

 

  1. Go to the Reports tab.
  2. Select Sales and choose Pending Sales. 
  3. Click the Customize button to personalize your report.

 

For more details about customer reports, you may visit this article: Sales reports in QuickBooks Desktop.

 

Also, if in case you want to customize your sales forms template, create duplicates, and import or export templates, you may check out this link for the detailed steps: Use and customize form templates. 

 

Know that I am here anytime you need help with QuickBooks. Take care always.

    G
    Gail55
    February 4, 2023

    How do you update a “Pending Non-Posting” invoice to Posted and have it show up on your Accounts Receivable report? I’ve never seen a non-posted and do not know why it didn’t post. 

    M
    MadelynC
    February 4, 2023

    Look no further. I’d be happy to help update your Pending Non-Posting invoices to Posted so they’ll show up on your Accounts Receivable report, @Gail55.


    Non-posting transactions are saved. However, they don’t affect your financial statements nor reflect on report totals. Thus, they don’t have impact on your customer's balance and accounts receivable.


    To get your Pending Non-Posting invoices posted, you’ll want to mark them as final in QuickBooks Desktop. I’m glad to show you the steps:

     

    1. Open your Pending Sales report.
    2. Select the Pending Non-Posting invoice.
    3. Click the Mark As Final button at the top of the transaction screen. Make sure to save the changes after.
    4. Repeat the process for other entries.


    Once done, your entries will automatically display on your accounts receivable. When you’re ready to record their payments, you can simply visit this guide for complete instructions: Enter a payment from a customer. Then, you can make a deposit to match your downloaded transactions.


    I’m adding these resources to learn how QuickBooks generates reports and access the information quickly without going through the customization process again:

     


    I appreciate you taking the time to reach out and joining this thread for assistance. If you need more help running and personalizing your reports in the program, feel free to get back or mention me. I'm only a few clicks away. Take care always!

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