Recorded Sales Payments Not Showing up Under Customer Account

Welcome to the Community space, @Dbartke. Let me provide some insights about missing sales payments in the customer account.

In QuickBooks Online, under the Sales tab, it will only show all sales transactions. Those tnsactions are coming from the banking page, once you add them, it will show as a deposit, not a sales transaction. 

You can also open Transaction List by customer to check for those missing sales transactions. 

Here's how:

1. Open your QBO account.
2. Go to the Reports menu.
3. In the Find report by name field, search and select Transaction List by Customer.
4. Click the Customize button to add some filters to show your customer's income transactions.
5. Once done, click Run report.

For more information about QuickBooks Online reports, you can read these articles:

• Reports included in your QuickBooks Online subscription
• Customize reports in QuickBooks Online

If you need more managing your sales transactions in QuickBooks, please feel free to leave a reply to this post. I'll get back to you as soon as possible.

The way Quickbook shows the demo video, it makes it look like all you have to do is connect and it will show up in both places, which clearly is not the case (but it does for all expenses). So if you have your bank account syncing with your quickbooks, should you also be entering every sales transaction into the customer account? I need to make sure that when we do our reporting for our 990 I'm not messing thing up. 

I'm here to elaborate on some details as to when to connect your bank account and enter a transaction, Dbartke.

Once you connect your bank, QuickBooks downloads the latest bank transactions. You'll just have to either add and match the bank transactions so it would show to the correct account. And yes you're right, you'll have to enter an invoice and its payment or sales receipt so it would show as a sales transaction in your customer's account. If the transactions aren't added yet, but it's already showing on the banking page, you don't need to enter a sales receipt anymore to avoid duplicates.

Furthermore, if you're keeping a close eye on your books to have accurate company information, learn what's coming in and out so you can save time. I've added this article for more details: How To Reconcile In QuickBooks Online.

The Community will always be your home if you need further assistance. Once again, I'll always be right here to help you all the time.