Welcome to the Commnunity, carl. Your concern about recording payments is my top priority and eliminate the error message you’ve encountered along the process.
I can see two possible ways you’ve done in recording payments in QuickBooks Online (QBO). However, I want to make sure that our thoughts are aligned to provide the correct resolution.
Normally, we record the invoice payment we’ve received by going to the Receive Payments option. That way, we can connect the payment transaction to the original invoice and keep your accounts balanced.
This course of action will require you to select a Deposit to account to post the amount directly to the account where you put the actual payment. Or, you could use the Undeposited Funds if you need to group the payment with others.
I’d be very pleased to show you how we can record the payment using this process:
- Tap the + New icon and select Receive Payment under the Customer column.
- Select the customer who made the payment, and select the Payment date.
- Choose the Payment method, and enter the Reference no.
- In the Deposit to dropdown, select the Account where you want to put the money into.
- Enter the Amount received to its designated field, and make a note in the Memo field if needed.
- You can also add an Attachments. Then, click Save and Close once done.
On the other hand, seems like you're recording expense transactions. With that, are you trying to record a payment you’ve made to your supplier? If so, please make sure to set up and select the account correctly to avoid getting the same prompt.
Once verified and still experiencing the same issues, I suggest performing troubleshooting steps that improve the application’s performance and eliminate unusual behaviors. We can start by accessing a private window as it won’t save any historical data which can slow down the process of the data.
The following are the keyboard shortcuts:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Safari: press Command + Shift + N
If a private browser has successfully proceeded with the transaction without the prompt message, switch back to your default browser and delete its cache. The best way to give your browser a fresh start is to clear the cache or cookies. If not, using one of the supported browsers can also be a smart choice.
Moreover, you can utilize various financial reports to get a snapshot of your business's financial growth. I also added a resource where you can refer to the complete guidelines for customising it:
The steps outlined above should get you into recording payments within your QBO account. Besides, I’d still encourage you to leave a comment about the outcome of the process taken to ensure that everything works fine.
