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You can go to the Bank transaction menu and ensure this payment exists from your connected bank account, @barlowmatheson. Allow me to discuss this further.
To begin, ensure you select the correct account when recording the payment for the invoice. Using the wrong account may cause the payment not to appear. You can use filter options as this can help you locate transactions more effectively.
Here's how:
To begin, ensure you select the correct account when recording the payment for the invoice. Using the wrong account may cause the payment not to appear. You can use filter options as this can help you locate transactions more effectively.
Here's how:
- Go to the Get paid menu.
- Select Invoices, then click Record Payment.
- Choose the correct account in which it was deposited.
- Select Sort and filter to filter the payments.
- Click Apply.
Additionally, check the Bank transactions menu to confirm whether the payment has been imported to your account.
Here's how:
Here's how:
- Go to the Transactions page.
- Select Bank transactions.
- Click Filter to navigate the transaction more efficiently.
- Once done, select Apply.
If the payment exists but still doesn’t show up when matching, you can use a private/incognito window or clear your browser’s cache. This troubleshooting helps eliminate saved cached data that might interfere
with your QuickBooks Solopreneur (QBSP).
Moreover, you can visit this article for future use if you want to give your customer a refund: Record a customer refund in QuickBooks Solopreneur.
You can always return to this thread if you have further concerns about managing your invoices in QBSP, @barlowmatheson. Have a great day.
with your QuickBooks Solopreneur (QBSP).
Moreover, you can visit this article for future use if you want to give your customer a refund: Record a customer refund in QuickBooks Solopreneur.
You can always return to this thread if you have further concerns about managing your invoices in QBSP, @barlowmatheson. Have a great day.
