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yrose
Level 1

Progress Invoicing

I created invoices thru progress invoicing and it doesn't reflect. in fact the invoices that don't reflect don't  have the progress icon either. now when I try to create an invoice with the remaining it gives me the wrong balance. how do i fix this?

5 Comments
BettyJaneB
QuickBooks Team

Progress Invoicing

Hi there, @yrose.

 

It's nice to have you here in the Community. Having your invoices created thru progress invoicing to reflect on your QuickBooks is my priority. Let's get this sorted out. 

 

In order for the invoices to reflect on your QuickBooks, you'll need to delete those invoices that were created through progress invoicing then recreate it from the estimates. If the issue persists after recreating, you can try to run the verify rebuild process. Verifying the data identifies most commonly known data issues within a company file while rebuilding the data resolves data integrity issues.

 

To do that:

  1. Click on File at the top.
  2. Select on Utilities.
  3. Click on Verify Data.
  4. If you see QuickBooks detected no problem with your data, select OK. You may continue using your company file.
  5. If Verify finds an issue with your data, you will be prompted to Rebuild Now.

For more details about this process, please refer to this article: Resolve data damage on your company file.

 

You can also, check out this article about creating an invoice in QuickBooks Desktop for your future reference: Create an invoice in QuickBooks Desktop. 

 

If the same thing happens after trying these steps, I'd suggest reaching out to our Customer Care Team. They have the proper tools to check on the set up of your process invoicing to verify what's causing the issue. 

 

To reach them: 

  1. In your browser, navigate to https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Desktop.
  3. Click the issue or topic.
  4. Click the Green Phone button to see the support number.

These resources should get you back on track, @yrose. Don't hesitate to reach back out to me if I can be of additional assistance. I'd be happy to help you out, Have a prosperous day!

yrose
Level 1

Progress Invoicing

Thank you BettyjaneB for your reply.

If I delete the invoice all attached data will be lost. All the payments , deposits and reconciliation will get messed up.

 

Is there a work around , or , ill  have to redo all of the above?

In the meantime I did a verify data and all came back fine.

yrose
Level 1

Progress Invoicing

Thank You @BettyJaneB.

If I delete the invoice Ill loose all attached data. All payments, deposits and reconciliation will get messed up.

 

Is there a work around, or, ill need to redo all of the above?

 

In the meantime I have done a verify data and all cam beck fine.

 

Charies_M
Moderator

Progress Invoicing

Thanks for getting back and for keeping us posted, yrose.

 

I'm glad to hear that the process of verifying and rebuilding your company file works for you.


On the other hand, deleting the progress invoices will affect the balances of your linked reconciled payments. However, I'd like to know where exactly do you want to reflect the balance amount?

 

I just need some more details about the issue so I can provide other steps to resolve this further. I would really appreciate if you can also provide some screenshots.

 

I'll be on the lookout for your reply and look forward to further assisting you.

qbteachmt
Level 15

Progress Invoicing

If you ever use the Add Time & Costs function or invoice from Billable entries, you just bypassed the Progress Invoicing function entirely. Stating there is no Progress Chart icon is your indication this is Not a Progress invoice, no longer linked to the estimate and manually created some other way. The reporting still gives the comparison, but the Progress is no longer tracking to the Estimate.

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