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Invoices

Forum|Forum|7 years ago
January 28, 2019
2 replies
13 views

When I create an invoice for a customer the transaction goes into the check register with the amount subtracted from my balance. How can I turn this off. I do not want my check register balance to reflect what I am invoicing. Thank you

QuickBooks Desktop

Best answer by AlcaeusF

Hi there, @maggie9576.

Thanks for getting back to us and for providing some screenshot. Allow me to chime in for a moment and share some information about why your invoice is showing on your QuickBooks Desktop (QBDT) check register.

One likely reason it's reflecting this way on your register is that the account type of the item(s) selected on that invoice is set up as a Bank. If that's the case, make sure to classify them with their applicable accounts.

Here's how:

1. Go to List menu at the top and pick Item List on the drop-down.
2. Locate the items that you've selected on that invoice, then double-click to Edit.
3. On the Account drop-down, choose their applicable accounts, then click OK.

That should stop your invoices from deducting on your check register. As for reference, you can also check out this article for more information: Add, edit, and delete items.

Please let me know how it goes in the comment section below. I'm only a few clicks away should you have any follow-up questions and concerns. Take care and have a good one.

Regina_Lend_A_Hand_Accounting

Level 2

Screenshot?

Customer Invoices do not go to check registers, only Customer Invoice payments go to check registers. Please clarify.

M

maggie9576Author

Thanks - I have attached a screen shot - sorry not a very good one - but you can see in the check register it is recording my $1,400 invoice and deducting from my checking account balance.

Thanks for your help.

AlcaeusFAnswer

Level 14

Hi there, @maggie9576.

Thanks for getting back to us and for providing some screenshot. Allow me to chime in for a moment and share some information about why your invoice is showing on your QuickBooks Desktop (QBDT) check register.

One likely reason it's reflecting this way on your register is that the account type of the item(s) selected on that invoice is set up as a Bank. If that's the case, make sure to classify them with their applicable accounts.

Here's how:

1. Go to List menu at the top and pick Item List on the drop-down.
2. Locate the items that you've selected on that invoice, then double-click to Edit.
3. On the Account drop-down, choose their applicable accounts, then click OK.

That should stop your invoices from deducting on your check register. As for reference, you can also check out this article for more information: Add, edit, and delete items.

Please let me know how it goes in the comment section below. I'm only a few clicks away should you have any follow-up questions and concerns. Take care and have a good one.

A

Anonymous

Hello, maggie9576.

There’s no particular setting in QuickBooks Desktop that lets your unpaid invoices to you in your register. An invoice will only show in your Accounts Receivable and will post in your bank once paid.

A screenshot of your invoice transaction and your register will help us understand more the issue. Thanks for dropping by.

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