How do I record or match income that has not been invoiced

Hi there jsmith-altaconsu,

It's vital that all your transactions are entered correctly so that your books can be well balanced. QuickBooks Online is a great tool able to help you keep track of sales and expenses so you can see the profit of your company. I can provide some information about invoiced income that has yet to be invoiced.

If you're looking to record a retainer or deposit for a future invoice, you can do so using the article I've linked. Once entered, you can then match it to the transaction once it appears in the banking tab.

If you're looking at entering another type of non-invoiced income, I recommend speaking to an accountant for guidance. Their accounting knowledge will be able to guide you with the choice of transaction type needed as well as the accounts to affect so that your books can be balanced. You can invite your accountant to your books in the My accountant tab. There's also a Find a pro to help button in this section that can help you find a local accountant that has experience with QuickBooks Online.

If you have any other questions, feel free to reach out here.