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KatL
Level 3

Sales invoices - recording receipt made into personal a/c

Hi, using QB essentials to raise sales invoices. I used to do a Receive payment & post it to an account called Personal withdrawal. Now it won't let me ? has it changed in QB?  I've also tried to record a deposit and it only allows me to select from the ones in the attached picture - is there a reason why this is like this?

Solved
Best answer June 15, 2021

Accepted Solutions
Mich_S
QuickBooks Team

Sales invoices - recording receipt made into personal a/c

Let's sort things out, @KatL.

 

If the personal account is already added and doesn't show when you tried receiving the invoice payment, then you'll have to check if the issue you're experiencing is a browser-related issue.

 

The stored cache can sometimes cause unusual browser behavior. To check, let's perform some basic troubleshooting steps.

 

Let's start by logging in to your QBO account using a private page. Here are the shortcut keys to open it:

  • Press Ctrl + Shift + P for Internet Explorer or Firefox.
  • Press Ctrl Shift N for Chrome.
  • Hold down Command Shift N for Safari.

Once done, you can now receive a payment. If it goes well, then you'll have to clear your regular cache browser.

 

On the other hand, if you haven't done adding the account yet, then you'll have to add the personal account first and proceed with receiving the invoice payment.

 

Please let us know if you have further questions. Have a nice day!

View solution in original post

3 REPLIES 3
Ashleigh1
QuickBooks Team

Sales invoices - recording receipt made into personal a/c

Hello KatL, 

 

Welcome to the Community page, 

 

So when you try and post it to that account what exactly happens? 

 

Does it just not save or do you get a error message at all? 

KatL
Level 3

Sales invoices - recording receipt made into personal a/c

Basically when I try to record a receipt for a payment made to my personal bank a/c it won't let me select the personal withdrawal (equity) account so I can't then save it - when I used to do this, it did so I don't understand why its not doing it now.  

 

Mich_S
QuickBooks Team

Sales invoices - recording receipt made into personal a/c

Let's sort things out, @KatL.

 

If the personal account is already added and doesn't show when you tried receiving the invoice payment, then you'll have to check if the issue you're experiencing is a browser-related issue.

 

The stored cache can sometimes cause unusual browser behavior. To check, let's perform some basic troubleshooting steps.

 

Let's start by logging in to your QBO account using a private page. Here are the shortcut keys to open it:

  • Press Ctrl + Shift + P for Internet Explorer or Firefox.
  • Press Ctrl Shift N for Chrome.
  • Hold down Command Shift N for Safari.

Once done, you can now receive a payment. If it goes well, then you'll have to clear your regular cache browser.

 

On the other hand, if you haven't done adding the account yet, then you'll have to add the personal account first and proceed with receiving the invoice payment.

 

Please let us know if you have further questions. Have a nice day!

View solution in original post

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