I manually record a payment on an invoice but it doesn’t show as paid. What is going on? I don’t want to connect my bank account, they don’t categorize correctly!!!

Hi, king.

The QuickBooks Solopreneur version has limited functions and features since it's designed for small businesses.

Therefore, when you record a payment on your invoice using a bank, credit card, or checking, you'll need to select the corresponding bank transaction that matches the invoice amount to mark the invoice as paid.

I understand your concerns about categorization and duplicates. Since you prefer not to connect your bank account directly, you can manually upload your bank transactions and review them carefully before categorizing and linking them to your invoices. If duplicates appear, you can exclude them to keep your records clean.

If you prefer not to upload your bank transactions, consider using the cash method to help avoid duplicates and mark your invoice as paid immediately without needing you to select any transactions.

Please leave us a response if you have other questions or concerns.

Thank you for trying to help me. I do record the payment as cash, it registers in my transactions, but doesn’t mark the invoice as paid. The old version was much better and easier to navigate. Intuit really needs to figure this out, many complaints about this “upgrade” 

Thank you for trying to help me. I do record the payment as a cash sale, but the invoice remains unpaid. The transaction records as income, but the invoice needs to be marked as paid by the customer, otherwise it remains unpaid. The old version didn’t have this problem or many of the new problems this version of QuickBooks has created. Just go back to many of the old aspects, the we’re much better as you can see from online complaints.

The customer has to mark the invoice as paid from their end, otherwise it remains unpaid. Just go back to the old version of invoicing, intuit messed with something that didn’t need much improvement.