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July 30, 2021
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Why does my paid invoice not show up under transactions? I marked it paid.

  • July 30, 2021
  • 2 replies
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Best answer by LollyNino_C

Hello there, @jfogal.

 

Let me give you an overview of what is happening. 

 

The Invoices in QuickBooks Self-Employed are for tracking purposes only. They don't affect your business and tax reports. Hence, you got zeros on your business income and owed taxes.

 

When you receive the invoice payments, make sure to do a deposit for it to show under the Transactions page. 

 

You can use this link for more information: Manually add transactions in QuickBooks Self-Employed.

 

Though you can manually track sales tax in QBSE, they still won't appear on the reports.

 

The only way to reflect them on the reports is the Transactions page. You can use this link for reference: Manually track sales tax in QuickBooks Self-Employed.

 

Feel free to look into these resources for more details in handling your transactions: 

Let me know if you need anything else. I'd be glad to help. Take care!

2 replies

July 30, 2021

Hello there, @jfogal.

 

Let me give you an overview of what is happening. 

 

The Invoices in QuickBooks Self-Employed are for tracking purposes only. They don't affect your business and tax reports. Hence, you got zeros on your business income and owed taxes.

 

When you receive the invoice payments, make sure to do a deposit for it to show under the Transactions page. 

 

You can use this link for more information: Manually add transactions in QuickBooks Self-Employed.

 

Though you can manually track sales tax in QBSE, they still won't appear on the reports.

 

The only way to reflect them on the reports is the Transactions page. You can use this link for reference: Manually track sales tax in QuickBooks Self-Employed.

 

Feel free to look into these resources for more details in handling your transactions: 

Let me know if you need anything else. I'd be glad to help. Take care!

jfogalAuthor
July 30, 2021

Thanks for your help

July 30, 2021

Thanks for following up with the Community, jfogal.
 

I'm happy to hear LollyNino_C was able to help understand why your paid invoices weren't showing up on the transaction list.
 

You'll additionally be able to find many detailed resources about using QuickBooks in our help article archives.
 

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have an awesome weekend!

July 15, 2022

It would be great if Quickbooks could add an option to automatically add a transaction for you once you mark an invoice as paid.

AlcaeusF
July 15, 2022

Hi @Rachel Z,

 

Thank you for reaching out here in the Community about this feature. I'm here to assist you in adding a transaction in QuickBooks Self-Employed.

 

I agree with you about bringing over this ability for the invoices in the Self-Employed version. It will help users save time in entering or categorizing downloaded bank transactions.

 

As we assess this, I encourage you to send feedback to our engineering team. We constantly improve the features of QuickBooks, and they might consider adding this in the future.

 

Here's how:

 

  1. Click the Assistant option in the upper-right corner.
  2. Navigate to the Type something field and enter the issue or topic.
  3. Select Add a feature.

 

You can manually add transactions into QuickBooks using a web browser or mobile device. For more information about the process depending on how you access Self-Employed, here's the link: Manually add transactions in QuickBooks Self-Employed.

 

I want you to know your suggestions about our product matters. If you have more questions or concerns about the features, click the Reply option. I'm always available to lend a hand.