Invoices

maggie9576 · ‎January 28, 2019

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

FritzF · ‎January 28, 2019

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.

View solution in original post

Regina_Lend_A_Hand_Accounting · ‎January 28, 2019

Screenshot?

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

Anonymous · ‎January 28, 2019

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.

maggie9576 · ‎January 28, 2019

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.

FritzF · ‎January 28, 2019

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.

maggie9576 · ‎January 28, 2019

Thank you very much FritzF - that fixed my problem -

Have a great evening!

FritzF · ‎January 28, 2019

You're most welcome, @maggie9576.

I'm happy to know that those helped stop your invoices from deducting on your check register.

Also, let me thank you for being a part of our QuickBooks family. Don't hesitate to post again here in the Community or leave a comment on this thread if you have any other concerns. Cheers!

Pamela12 · ‎March 26, 2019

I have the same problem, when I invoice it, it is recording it in my check register as a deposit. I figured out how to change it so it’s no longer doing it, however the 20 invoices that I ran through are still showing on my check register. How do I get them off the check register?

JessT · ‎March 27, 2019

Hi Pamela,

The steps shared by FritzF will get your invoice off your bank register. You just want be sure that when you change the account assigned to the items on the invoices, you also affect your historical transactions like in the attached screenshot.

You can always post back here when you have questions.

Pamela12 · ‎March 27, 2019

Thanks you for the reply but we have changed all the names in set up on the products to void so that when we created new invoices and put in the product it wouldn’t keep pulling them to the check register. So now they are all combined and re named void so that will not work. The invoice have the actual product name and the item list is named void. Any other way to get it off the register?

Charies_M · ‎March 27, 2019

Hello there, Pamela12.

Thanks for getting back and letting us know the steps you did so far to resolve your issue with invoices showing on your register. Let's get this sorted out.

There's no need to void the invoices. You'll just have to make sure you use the appropriate accounts applicable on the items. This way, invoices will no longer reflect on your check register.

Here's how you can edit the items in QuickBooks Desktop:

Go to the List menu.
Choose Item List.
Locate the items that you've selected for the invoice, then double-click.
From the Account drop-down, choose the applicable accounts.
Click OK.

Doing the steps above should get off those invoices on the register.

Don't hesitate to let me know if you have follow-up questions about this. I'm still here whenever you need help while working with invoices in QuickBooks.

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