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Jovelyn_M
QuickBooks Team

i get paid on a friday and get sent an invoice on same day. do I just add this as an invoice for same day so it shows up as paid or do I do something different?thankyou.

Since the payment is received on the same date as the invoice from the third party, there is no need to record a separate invoice, k-mcgrath. Allow me to add more specifics.

 

You can directly record it as income on the transactions page, making sure to correctly categorize it to the appropriate income account. However, if you require a more detailed transaction record for monitoring or audit purposes, you have the alternative option to create an invoice in QuickBooks and mark it as paid directly.

 

This approach not only helps in tracking each specific transaction more thoroughly but also provides clear documentation in the future.

 

For guidance on recording received payments for your invoices, you can visit this resource: Record invoice payments in QuickBooks.

 

Additionally, I'm including this link for you to analyze different aspects of your finances: Run a report in QuickBooks Online .

 

Our goal is to ensure your experience managing finances with QuickBooks is as seamless and efficient as possible. Don't hesitate to drop more questions regarding your invoices. We're on standby and ready to jump back in at a moment's notice. Wishing you a prosperous financial year ahead!

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