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Level 1

Adding invoices doesn't add to income

When I add a transaction, park it as paid, it doesn't add anything to my income number. So when I do a profit and loss report, mu income is always zero but my expenses are listed and categorized. 

5 Comments
QuickBooks Team

Re: Adding invoices doesn't add to income

Hi Melanie,

 

Thanks for posting in the Community. I'll be glad to assist you from here. 

 

Are you accessing your Self-Employed account using the mobile app or through the browser? 

Level 1

Re: Adding invoices doesn't add to income

I use both but at the moment on on my desktop

QuickBooks Team

Re: Adding invoices doesn't add to income

Thanks for confirming. When was the last time you cleared cache and cookies on your browser? Doing this will help fix most issues the site may be having. Here's an article from our Community which will show you how to do that:

 

https://quickbooks.intuit.com/community/Getting-Started/How-do-I-clear-my-browser-cache-and-temporar...

 

Try this out on your web-browser and let me know if you're still experiencing the same issue. 

Level 1

Re: Adding invoices doesn't add to income

I have the same issue and use the mobile app. Do I need to complete the transaction by sending a receipt for my income to become a part of my profit?

QuickBooks Team

Re: Adding invoices doesn't add to income

Hi JAK76,

 

Let's take a look at what's happening. Ensuring that income transactions are categorized as such added from the bank feed will add the amounts to your reports and other areas that show you your income. To do this in the app, tap to open the transaction and choose from the available categories, then hit save. When creating the invoice directly in the program, it needs to be marked as paid before it'll add to the income total. To mark it as paid, you first need to send it to the customer, otherwise it'll sit in the program as a draft.

 

If you're certain that everything has been categorized correctly, the transactions have been marked as paid, and you're still not seeing the numbers adding up, use our Contact Us page to get in touch with the dedicated QuickBooks Self-Employed support team. From that link, choose QuickBooks Self-Employed and fill out the email form. Our agents will help you see where you stand financially so you can get back on track.

 

Have a great day.