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Level 2

Why are invoices displayed out of order? They do not appear in chronological or numerical order, and payment received dates incorrect by months or years.

Using self employed version. I do an invoice search for a customer, a list of invoices populates, they aren't in any order. Not by issue date, not by invoice number, not by payment received date. It is completely random. In some cases the payment received date reads months or even years from when payment was marked as received.

1 Comment 1
ThomasJosephD
QuickBooks Team

Why are invoices displayed out of order? They do not appear in chronological or numerical order, and payment received dates incorrect by months or years.

Hi image plus.

 

The invoice date will be displayed based on when the invoice was issued, regardless of its payment status. Additionally, using the search and filter function in QuickBooks Self-Employed will present the invoices in chronological sequence.

 

To determine whether the issue you're experiencing is related to the browser, let's perform a troubleshooting step. Please access your account in private or incognito mode and attempt to search and filter the invoices again.

 

Here are the keyboard shortcuts to open a private browsing window in different browsers:

 

  • Google Chrome: Ctrl + Shift + N.
  • Mozilla Firefox: Ctrl + Shift + P.
  • Microsoft Edge: Ctrl + Shift + N.
  • Safari: Command + Shift + N.

 

Once in incognito mode, try searching and filtering the invoices again. If it works smoothly, it suggests that cached browser data is causing the issue. You should then clear your browser cache to resolve the problem affecting the invoice search functionality.

 

Additionally, you can run a report for transaction information in QuickBooks Self-Employed or export a detailed list to CSV. For more details, please refer to this article: Export transactions and get reports in QuickBooks Self-Employed.

 

Should you have further questions, feel free to respond.

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