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fincoord
Level 2

accounts receivable tab not showing on invoice

We are trying to create invoices for rent that is due from residents.  When I click on Create Invoice on the home screen, it comes up to Pledge.  How do I make this default to Invoice?  Also, I need an Accounts Receivable tab to show on the Invoice screen - how do I find this?

4 Comments 4
RCV
QuickBooks Team
QuickBooks Team

accounts receivable tab not showing on invoice

Thanks for checking in with us, fincoord.

 

It's possible you set up your company as a Non-Profit Industry type. To toggle your QuickBooks Desktop to another edition to show it as an invoice, just follow the steps below: 

  1. From the Help menu, choose Manage My License.
  2. Click Change to a Different Industry Edition.
  3. Select the industry edition you wish to switch to.
  4. QuickBooks will take a few moments to configure and will re-launch in the selected version.

 

To learn more about this one, see the Toggle to another QuickBooks edition and Changing your business entity articles. On the other hand, the option to show the Accounts Receivable (A/R) tab when creating invoices is unavailable in QuickBooks. It will automatically debit AR and credit the income account (associated with the item).  If you need to check the transaction that showing as unpaid in the A/R report to determine where the balance coming from. Here's how:

  1. Go to List and select Chart of Accounts.
  2. Search for the Accounts Receivable account and open it.
  3. Look for the transaction that's affecting the customer's balance.
  4. Double-click it to open.
  5. Check if it is the actual customer you're referring to.
  6. If yes, make sure that the sales transaction was marked as paid. If not, click Receive Payments to mark the invoice as Paid. Doing this will decrease the balance in your A/R account. Just make sure that this customer already paid the invoice.

 

Additionally, you can check out the Get started with customer transaction workflows in QuickBooks Desktop article for more details on how to properly track customer transactions in QuickBooks.

 

Visit our QuickBooks Help Articles page for more insight s about managing your business in your software.

 

You can always update us on the result after performing the steps as I'd like to ensure this is resolved for you. Just leave a comment below and I'll get back to you. You have a good one. 

BigRedConsulting
Community Champion

accounts receivable tab not showing on invoice

The text you see there, "Pledge", is the title of the form as set on the template you're using, which is probably one related to donations. Change the template at the top of the invoice window and you may see other titles. If nothing is suitable, create a new template from the templates list to suit your needs.

 

I don't know what you mean regarding an Accounts Receivable "tab"?  I've never seen anything like that in QuickBooks.

fincoord
Level 2

accounts receivable tab not showing on invoice

Thank you for your response.  I guess maybe I didn't explain the "tab" very well.  I have a different company that I create a lot of invoices for and across the top there is Customer, Class, Accou...(not sure exactly what that stands for, but that is the drop down I use to select the Accounts Receivable) and then Template.  My question was for a brand new company that we are setting up new Quickbooks for and I didn't have the option for the Accou... drop down.  I think I have it figured out now though.  I appreciate your help.

BigRedConsulting
Community Champion

accounts receivable tab not showing on invoice

You'll only see the account field at the top of the invoice if you have more than one AR account.

I expect that the new file has only one AR account.

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