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R
Radonman
November 7, 2024
Question

Sending paid invoice before linking transaction

  • November 7, 2024
  • 1 reply
  • 0 views

Is there a way that I can send a paid invoice when I have check in hand before I can link the transaction in QBS?

 

I work with real estate transactions and I need to send paid invoice immediately before waiting a day or so for the transaction to show up

 

 i hope my question is clear

1 reply

F
FateCandylaneT
November 7, 2024

We're unable to send paid invoices if transactions haven't been linked in QuickBooks yet, Radonman. Let me provide further input about this.

 

In QuickBooks Solopreneur, the recording of invoices paid will be made once these entries are cleared from your bank. You'll have to wait for the transaction to reflect in the program, then track the payment received.

 

Once transactions are downloaded, review and categorize them for accuracy of your books. Here's how:

 

  1. On the Transactions page, review your downloaded transactions. Select the Type column header to filter your Business and Personal transactions.
  2. For any transactions with the wrong or no category, select the dropdown▼ in the Category column to choose the one that best describes the reason for the transaction.

 

 

Whenever you require assistance to stay on top during the year-end filings, you can start preparing taxes on self-employed income in your account.

 

If any thoughts or questions arise when managing customer invoices, you can always leave them in the comments below. I'll be pleased to assist.

R
RadonmanAuthor
November 7, 2024

Thank you for the info. Is there a version of QB that allows me to do this?

R
rvrfrf
November 7, 2024

Thanks for getting back with the Community, Radonman.

 

I can certainly understand how an ability to send paid invoices without linking payments to them could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.

 

For the time being, you'll want to record invoice payments to unpaid invoices if a payment was made. After doing so, your invoice should display a paid status. Once it comes into QuickBooks from the bank, you can use the steps in FateCandylaneT's post to categorize it.

 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Thursday!

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