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dhavalkakadiya
Level 1

Looking for open bills/invoices

Hello

 

I've downloaded bank feeds. Now, when I try to match any deposit/payment against any invoice/sales receipt/bill, I can see all open invoice/sales receipt/bills (which are unmatched/unrecognized) from the 'Match' tab in 'Action'. 

 

But, unfortunately I cannot see those open invoice/sales receipt/bills in Income tracker/Bill tracker for past 3-4 months. Why is that the case?

 

 

 

5 Comments
Mark_R
QuickBooks Team

Looking for open bills/invoices

Hi there, @dhavalkakadiya.

 

Let's get your past transactions to show in the Match to Existing Transactions window so you can match them to your downloaded bank transactions.

 

It's possible that the date range was set to Last 30 days that's why your past transactions aren't showing. You'll want to make sure that you toggle the Show all button to see them. Here's how:

 

  1. Go to the Bank Feeds Center.
  2. Select the appropriate bank account and click Transaction List.
  3. Find the transaction you want to match. 
  4. Click the drop-down under the Action column and select Match to Existing Transactions.
  5. In the Match to Existing Transaction window, toggle the Show all button.1.PNG
  6. Then, find your past transactions and complete the matching process.

 

I'm adding this article for more details: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Just in case you want to edit your bank or credit card information in your QuickBooks Desktop, you can read this article here for more guidance.

 

If you need any additional assistance while matching your bank transactions, you can leave a comment below. I'll be sure to get back to you.

dhavalkakadiya
Level 1

Looking for open bills/invoices

Hey Mark

Thanks for the reply. 

 

The issue is about not able to see open invoices/bills in Income & Bill tracker. I would urge you to look at original post properly. I'm already aware about the steps you mentioned. 

RCV
QuickBooks Team
QuickBooks Team

Looking for open bills/invoices

This is not the impression we want you to experience when using the forms template. Let's perform some steps to get this sorted out, dhavalkakadiya.

 

There may be a damaged data on the company file you've been working with. This prevents you from accessing the open invoices/bills in Income & Bill tracker when matching any deposit/payments. We can run the Rebuild Data tool is built-in to fix any company file data issues. Just follow the steps and detail in the Fix data damage on your QuickBooks Desktop company file article. We can also repair your QuickBooks Desktop to fix any damaged components in the software. 

 

If the same thing happens, let's try using the Web connect (.QBO) files to download the open invoice/sales receipt/bills for the past 3-4 months. The (.QBO) files can be downloaded and saved on your computer. Then, import the transactions so they become available in your Bank Feeds. If your bank offers Web Connect, just follow the steps below: 

  1. From the Banking menu, select Bank Feeds.
  2. Choose Import Web Connect Files.
  3. Select the QBO file you saved, then select Open.
  4. When prompted to Select Bank Account, select:
    • Use an existing QuickBooks account if the account you're importing transactions into is already set up in QuickBooks.
    • Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. Learn how to create an account.
  5. Press Continue. You'll see a dialogue box telling you that the data has been successfully read into QuickBooks.
  6. Tap OK.
  7. Go to the Bank Feeds Center to review your transactions.

Once done, we recommend contacting our Technical Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one.

 

Visit our QuickBooks Help Articles page for more insight s about managing your business in your software.

 

Feel free to update us after contacting our support or performing the solutions, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. You have a good one. 

dhavalkakadiya
Level 1

Looking for open bills/invoices

Thanks for the response and help.

 

I'll try it out. 

 

Just to confirm, Is it possible that I see some open invoices/bills in the tracker tab but not all?

 

I believe I am witnessing such a situation.  

AlexV
QuickBooks Team

Looking for open bills/invoices

Hi dhavalkakadiya!

 

Thanks for getting back to us. Let me share additional info about the trackers.

 

All invoices and bills should show in the Income and Bill Tracker regardless if they are paid or not. We just need to make sure that we filter them correctly, like the date, transaction type, and status.

 

If you haven't yet, I suggest running the rebuild tool as suggested by RCV. You may also QuickBooks Desktop Tool Hub to fix company file issues. These are the articles for your reference:

 

Need to track your cash flow? Check out this link: Track your cash flow in QuickBooks Desktop.

 

We'll be right here if you need more assistance with this. Have a great day!

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