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Join nowWe are an oil and gas operating company. When we receive our monthly run statement at the first of the month I enter it as an invoice with the idea that when the actual payment is received I can post against the invoice but it is leaving an uncleared payment in the check register. What am I doing wrong?
Hello, BTO2022.
I'd like to share some insights about uncleared payment from your Bank register.
The uncleared deposits and checks in QuickBooks are not yet cleared in your bank, so you can leave those transactions as is. However, once the transaction is already cleared from your bank, yet still show uncleared payment from the register, you'll need to ensure once you record the invoice payment, you'd to deposit your customer payment.
To give you more insights about transaction workflows in QBDT, please check out this article: Get started with customer transaction workflows in QuickBooks Desktop.
To ensure your book is accurate, please read through this article about Reconcile an account in QuickBooks Desktop.
I'm always right here to help ensure payments are recorded on your check register.
@BTO2022 RE: when the actual payment is received I can post against the invoice but it is leaving an uncleared payment in the check register. What am I doing wrong?
It sounds like you're recording the Payment and your checking account is selected instead of the Undeposited Funds account. Typically the Undeposited Funds account is used on payments and then later when you create Deposits, those payments appear in a list to be included in the deposit.
To change this. pick the Undeposited Funds account as you create payments instead of a Bank account. To fix existing payments, edit them and change the account:
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