In my Income Tracker, there are a lot of payments that have a $0.00 balance but are still showing in that screen. I thought once they were paid and reconciled, they would disappear from this screen and only any invoice with an open balance would show.
Can you help me find out why they are still there and how to remove and close them?
Welcome to the QuickBooks community! I hope you're enjoying your version of QuickBooks Desktop. The Income tracker makes it easy to see what transactions you need to take care of. I'll shed some light on how it works.
The Income Tracker shows you the following items.
That means the zero-dollar balances are supposed to be there since they're part of your income. Changing the Date range shown in the income tracker may help with removing transactions from that window that you don't want to see. For instance, if you've reconciled up to last month, you can select a different time period from the Date drop down, such as This Month. You can also filter by transaction Status, Type, and the Customer:Job.
For more information about the income tracker, check out the Help feature right in the program. Go to Help in the menu bar, choose QuickBooks Desktop Help (or use the F1 shortcut), then switch the Help tab and use the search field to search for Income Tracker.
Let me know if you have more questions!
How do they go away? I don't have ones from January or February on there?
And I appreciate that fact that I can change dates but then it removes everything from last month. even ones that are outstanding so I don't want to really do that
I hear what you're saying. So let's keep the date so you can see transactions for the months you'd like. Have you tried the Status option instead? If you switch it to open, it'll show both Open and Overdue transactions, but the paid ones will be hidden. Give it a shot and let me know if that works for you.
Hi there @EthanIcicle and thanks for joining in on this thread. Your paid invoices or received payments should all be showing by default in the Income Tracker in QuickBooks Desktop, as outlined above by LauraAB. If you'd like to perform an action on a particular transaction that's showing in the Income Tracker you can click in the Action column, then use the drop-down arrow to select an action. You can also manage your transactions by double-clicking it or selecting the transaction from the list then clicking the Manage Transactions drop-down, then choosing Edit Highlighted Row.
If you'd like to share a screenshot or expand upon what you mean by unhiding your paid invoices from the Income Tracker, I'd love to continue supporting you here. Just drop a line when you're ready. Have a great day!
Hi Rebecca R,
Thanks for getting back to me. Can you show me how to set the income tracker to show the paid or 0 balance invoice? For example, I got this Invoice Num 2:
I can't seem to find it on Income Tracker with the search below:
We are using only the Invoice feature not Sale Order.
Thanks for getting back to me with those screenshots @EthanIcicle. If you navigate to the light green Paid tab along the top of the Income Tracker you should be able to find the payments received in that period, in other words, towards your zero-balance invoices. The individual invoices won't show, but the payments made towards them will. I hope that's helpful!
Hi Rebecca R,
Thanks for getting back to me. What if the invoices have 0 balance in the first place, and no transition was made?
I checked the paid tab but no luck there either
I am wondering if we could create an Invoice with 0 balance and still find it at Income Tracker without payment.
Hi there @EthanIcicle. An Invoice created with a zero balance, to begin with, won't appear in the Income Tracker as there isn't any income attached to it. There would need to be a linked Payment for it to appear in this feature.