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traceywhite209
April 23, 2019
Question

Can I make a transaction (journal entry or invoice) pending in Quickbooks Online?

  • April 23, 2019
  • 2 replies
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2 replies

AddieC
AddieC
April 23, 2019

Hi there, 

 

Sometimes the transactions you create will remain open until you receive or make a payment. This is QuickBooks' version of a pending transaction.

 

Take a look at this article that guides you through the process of creating an invoice transaction: How to create an invoice. When you get to the bottom of the article, you'll see a section on how to receive payments. Until you complete this step, your transaction will remain "pending" or "open".

 

The process works in a similar way for all other two-step transactions, such as an Estimate. Here's how to set up and use estimates. Until this estimate has been accepted, the transaction will remain open. 

 

Journal entry's work slightly differently. Since this transaction is recorded and completed in one single step, there's no way to keep it in 'pending' or 'open' status once created. I'd be happy to pass along your feedback about this to my team for review. 

 

I hope this helps answer your question. Let me know if there's anything else I can assist with.

 

Have a great day!

 

 

C
Crescent
June 15, 2020

the problem is that I don't want to have to pay the GST on an invoice until it is paid in full, however I would still like to have the invoice in my Accounts receivable.  Is this possible in QBO?

AddieC
AddieC
June 15, 2020

Hi Crescent, thanks for joining the discussion. I know how important it is to have control over your bookkeeping. I want to make sure I'm fully understanding your question in order to help. Are you creating partial invoices for your customer? If so, are you trying to invoice them for the transaction amount before taxes, then collect the tax on the final invoice? 

I want to make sure we're on the same page. Let me know and we'll take it from there. 

M
mahandra
May 26, 2020

Need to send an invoice

AddieC
AddieC
May 26, 2020

Hi mahandra,

 

Sending invoices is an essential task for your bookkeeping with QBO. Luckily, QuickBooks Online makes this process simple, allowing you to send invoices directly from your account. 

 

After you've created your invoice in QBO, you can send it by following a few simple steps. I'll explain how to create and send an invoice below. 

 

1. Click + New.

2. Select Invoice.

3. Enter your customer name and email address, along with all other information needed for your invoice form.

4. When saving your invoice upon completion, make sure to click Save and Send. There's three options for saving: Save and Close, Save and send link, and Save and Send. 

5. Review the Preview, then click Send. 

 

That's all there is to it. Now your customer will receive their invoice in no time. If you have any other questions, please don't hesitate to reach out to our tech support team.

 

Cheers. 

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