Journal entries are not showing up to apply credit to an invoice.

AndreaMK · ‎April 23, 2024

I was following the instructions on the support page listed below but I have no credit section. Is that a special setting that I need to enable?

https://quickbooks.intuit.com/learn-support/en-us/help-article/journal-entries/apply-journal-entry-c...

JoanaC · ‎April 23, 2024

I'll be more than happy to assist you with your credit section issue, @AndreaMK.

The reason why the journal entry is not showing is that it was created wrong. The Accounts Receivable should have the credits, and the debits could be any account you want to apply (it can be a sales account).

There's a setting to enable the automatic application of credits. I can show you how to turn it on.

Here's how:

Go to the Gear icon.
Select Accounts and Settings.
Click Advanced.
Under Automation, select the Pencil icon.
Turn on the Automatically Apply credits.
Click Save.

Moreover, let me share these articles that you can check to help you manage your transactions in the future:

Keep me posted if you still have questions about your journal entry and credits. Have a great day ahead, and take care.

View solution in original post

JoanaC · ‎April 23, 2024

I'll be more than happy to assist you with your credit section issue, @AndreaMK.

The reason why the journal entry is not showing is that it was created wrong. The Accounts Receivable should have the credits, and the debits could be any account you want to apply (it can be a sales account).

There's a setting to enable the automatic application of credits. I can show you how to turn it on.

Here's how:

Go to the Gear icon.
Select Accounts and Settings.
Click Advanced.
Under Automation, select the Pencil icon.
Turn on the Automatically Apply credits.
Click Save.

Moreover, let me share these articles that you can check to help you manage your transactions in the future:

Keep me posted if you still have questions about your journal entry and credits. Have a great day ahead, and take care.

AndreaMK · ‎April 24, 2024

Thank you for the information, the accounts receivable was under debits. These journal entries are generated from a donor tracking software that has quickbooks integration so I will need to check with their support team on whether the way these are imported can be changed.

jolie_IAIG

I am having the same problem. The Journal was created correctly. If i go to the Customer Page and view the Transaction list, I can see the journal listed there.But when I go to receive payment the journal entry is not there. My Co worker can go in and hit the receive payment button for the customer and the journal entry is there. Why is this happening?

MariaSoledadG

Let me give you some tips on why you're unable to view journal entries, Jolie.

Journal entries are created to physically or digitally record every business transaction properly and accurately and tell how much was credited or debited from a specific account. The entries may be recorded inaccurately, that's why it's not showing on the receive payment page.

As my colleague @JoanaC mentioned, ensure the Accounts Receivable have been credited so they appear on the Receive Payment page.

Also, make sure that the entry hasn't been applied to the invoice. Once this happens it automatically disappears on the page. You can run the journal report and trace the entry by clicking it so you'll be routed to the transaction.

In addition, learn what reports that are included in your subscription. You can read this article for more details: Reports Included In Your QuickBooks Online Subscription.

Let me know if there's anything else that you need help with journal entries. Remember, we're always right here to assist you anytime.

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Journal entries are not showing up to apply credit to an invoice.