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Richsibs
Level 1
posted
‎March 04, 2025 04:12 PM
last updated ‎March 04, 2025 8:12 AM

RECORDING PAYMENT fail

I have just switched from happily using QBSE for around 4 years, to QB online -  I wish I hadn't.

First up, none of my invoices carried over have been marked as paid or matched up with the relevant bank transaction.

I have manually selected the hundreds of invoices that have be paid and marked them as paid.

 

They are all now showing as being paid today and are showing as a HUGE cash balance that I have.

Despite this all of the invoices are showing as Overdue - despite me saying they have been paid.

I have tried Recording Payment and automatically no matching transactions are found... ever. So i have to manually go in a reduce the time period to the day that the payment was received... which is an extremely slow and tedious process.

This is made more tedious as despite the software looking like it is all working and accepted it and the invoice screen refreshing, the 'unpaid' transaction still remains. Refreshing the page manually also doesn't show it as being paid. Closing the browser and reopening shows it hasn't worked. 

 

This is not a browser issue - Chrome, Incognito, Cache and cookies cleared... also tried in Safari.

 

I have wasted 5 hours on trying to resolve this today.

The software simply is not working and is not fit for purpose

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2 REPLIES 2
Richsibs
Level 1
‎March 04, 2025 04:24 PM

RECORDING PAYMENT fail

To add to the above, when I go to 'View Activity' on an invoice i have marked as paid and 'Recorded Payment' it shows that it hasn't been paid and hasn't been deposited.

It is literally like i am pressing buttons that don't do anything.

 

To add I am now on the third Browser - so it is Chrome, Safari and now Brave that it is happening. I am not using a VPN.

 

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Kurt_M
QuickBooks Team
QuickBooks Team
‎March 04, 2025 06:27 PM

RECORDING PAYMENT fail

It isn't the experience I want you to have when utilizing QuickBooks Online (QBO) to manage invoices. I'll point you in the right direction to get this address promptly.

 

Since you've already tried other browsers and the program's behavior persists, I recommend contacting our Live Support Team. They can gather more details about your experience and access your account in a secure environment to conduct further checking. These are the steps:

 

  1. Access your QuickBooks Online company.
  2. Select (?) Help.
  3. Click the Assistant tab to get help from the QB assistant, or select the Search tab to enter your question and find Help articles.

 

For more details, you can check the QuickBooks Online section in this article: Get help with QuickBooks products and services.

 

In addition, I recommend running the Invoices and Receive Payments reports for seamless tracking. To personalize the data that appears in the report, you can check this article for information: Customise reports in QuickBooks Online.

 

Please use the comment below if you require further assistance with invoices in QuickBooks or have other inquiries on the program. I'll make sure to respond as soon as possible.

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