QBSE not updating status when payment is received

Hello, @mrsrampani.

If the bank account is connected to your QuickBooks Self-Employed (QBSE) account, just mark it as Business Income. But if not, you'll need to manually add transactions in QuickBooks Self-Employed. 

If the invoices from your account aren't automatically marked as Paid though your customers already confirmed the payment, I suggest reaching out to our Customer Support directly.

Their tools can further check why your account is having this error and help you resolve it. You can reach them through chat or by getting a callback:

1. From your QBSE homepage, click the Assistant from the top bar.
2. Type Talk to a human on the chatbox.
3. Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback. 

See this article for more information: Contact QuickBooks Self-Employed Support. 

Let me know if there's anything that I can help. I'm always here to assist. have a wonderful day!

MaryJoD when you wrote "When you receive payments from your customers, the invoice will automatically be marked as paid.  

This is the part that isn't happening. 

The invoice is NOT automatically being marked as paid by the program.  This results in me having to go through the Transaction list manually ...continually....to see who has paid and then MANUALLY updating the status.  

I am not having any problems with the transactions...because it's coming through the bank to my QBSE  transactions as income.

I have called in a dozen times over the past 6 months....and the live chat sends me to Payment, who has NO Idea why I am calling...and tells me they only handle the transactions.  Then they send me back to QBSE live chat or live agent on the phone...who tells me it's a payment problem.  

Nobody seems to understand that your very first statement in your reply is where my problems lie.   Can anyone else help me....please  

Hello there, mrsrampani.

I can see that you’ve been going back and forth with different support teams to solve the issue. This isn't the kind of experience I want for you.

As mentioned by my colleague, the invoice should automatically be marked as paid when you receive the payment. Let’s try performing the browser troubleshooting steps to isolate this intermittent behavior.

We can start by accessing your QBSE account using the InPrivate or incognito mode. Private browsing blocks websites from restoring data and is a good place to start to see if the issue is caused by the cache.

Here’s how to bring up one:

• Press Ctrl + Shift + N (Google Chrome).
• Press Ctrl + Shift + P (Mozilla Firefox).
• Press Ctrl + Shift + P (Internet Explorer).
• Press Command + Shift + N (Safari).

Once opened, check the invoice’s status. If it's marked as paid, go back to your main browser and clear the cache. This improves the browser’s overall performance.

If none of these suggestions work, I recommend contacting our QBSE Support Team again. Then, provide them the case number from your previous chat and call.

One of our specialists will review the notes from the previous agents and then continue performing the troubleshooting steps where the last agent left off. To get the contact information, I suggest following the steps provided by @MJoy_D.

For future reference, let me share the Invoices guide. It contains a breakdown of articles on how to add, manage, and send invoices.

Please know the Community has your back. If you have any other concerns, post a comment below. I’ll jump right back to help and make sure you’re taken care of. Have a good one.