1. I've input expenses for November nothing is showing on my expenses that month2. When I get to manually mark an invoice as paid and save nothing happens

Hello, Tamara.

Thank you for sharing this matter in the Community forum. I’ll help you find those November expenses and the invoices you marked as paid in QuickBooks Solopreneur.

To check why November expenses aren’t showing, refresh the transaction list and verify your filters are set correctly. Follow the steps below.

1. Go to the Transactions page.
2. Click the Refresh to make sure these transactions are up to date.
3. In the Search tab, look for the Expenses.
4. Or use the Filter icon to find the transactions.
5. On the Date dropdown, choose the date or year you record the expenses.
6. In the Transaction type dropdown, choose Expenses.
7. Click Apply.

Regarding the invoice you marked as paid, but nothing happens, can you describe exactly what occurs after you mark it as paid?

Are you referring to the invoice Status? If so, make sure it’s set to “Deposited, " which means the invoice is paid. After that, refresh QuickBooks so the update appears.

Let us know if you have further questions, we'll be right here to help you any time.

Hi

Thanks for getting back to me.

I have followed the steps regarding the expenses and they are not showing there. It appears that the receipts I have uploaded have not been factored in as expenses for some reason. I'm not sure why this is as I've been doing the same in the past.

With regard to the invoice, on the main page, I see there is an outstanding invoice. I click onto it and go to More and Record Payment. There is a Deposited To drop-down but nothing is listed (also to note that it was deposited to an unlinked account). I click Save and nothing happens.

Thanks

Tamara

Hello there, Tamara.

Thank you for following up and providing more details about your concerns. Let me walk you through both of your queries to resolve them:

If your filters are set correctly but the expenses are still missing, there are a couple of other possibilities to check.

One possibility is that the date entered for your expenses is not in November. If the transaction is assigned to a different month, it won't appear when filtering for November 1 to November 30. To verify, here's how:

1. Go to the Transaction tab.
2. Locate the missing expenses.
3. Open the transaction and review the Date field.
4. If the date is incorrect, update it to the appropriate date in November and click Save.
   
   

Another possibility is that the expenses were categorized as Personal instead of Business, which could be why they’re not showing in your business expense reports. To ensure you see all transactions, let’s set the filter to ALL categories:

1. In the Transaction tab, click the Filter icon.
2. Ensure that you set Category type to ALL and adjust the date range to November.
3. Click Apply to view all transactions.
   
   
   

If you find expenses marked as Personal, simply edit each transaction, change the Category type to Business, and click Save. Once updated, they’ll appear correctly in your business expense reports.

As for marking your invoice as paid, the Deposited To dropdown indicates where the payment is recorded, such as a connected bank account, a cash account, or another account you've set up in QuickBooks. If you don't see this option, it could be due to a temporary browser issue. I recommend trying another supported browser to successfully record the transaction.

If you have any further questions or additional assistance, please feel free to reach out.