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I appreciate your quick response, @hello-c.
Yes, you got it correctly. QuickBooks Self-Employed (QBSE) doesn't have an Account Receivable A/R account. Unlike in QuickBooks Online (QBO), where it has an A/R account and can create and receive invoice payment.
Thus, it's the reason why you're unable to receive a payment from your QBSE invoice. As a workaround, you'll want to delete and recreate the invoice inside QBO. Let me walk you through the steps.
Then, recreate the invoice and record the payment. I've also added these links that can guide you in managing your invoices and knowing your ways around QBO:
Keep me in the loop if you need further help in receiving your invoice payments or other QBO related issues. You can always count on me. Take care and have a good one!
Good to see you in the Community, david-hellochame.
I'll be happy to help you record the payment in QuickBooks Online.
When you go to + New > Receive payment, please make sure to select a customer from the drop-down. This will open any outstanding invoices that needs to be paid.
Here's a sample screenshot for a visual reference:
The other way is to pay the invoice directly in the Customer Information page.
Here's how:
You can read this article for more information: Record invoice payments in QuickBooks Online.
Once done, you can make deposits for your customer payments. You can watch the video tutorial here.
I'm always around if you need anything else. Just leave a reply below and I'll get back to you as soon as I can. Take care and stay safe!
All of that is very straightforward. That's exactly what I did when I saw the "receive payment" link. Unfortunately, it's not working for me.
When I attempt to use the manual "receive payment" function, everything works as expected except there are no open invoices to choose from.
I currently have two outstanding invoices in QB for this client, but the table shows nothing. They do show up as expected in the invoices view.
I assume the issue is related to having just migrated my data over from the "Self-employed" edition, including the invoice in question. Or it could be related to the invoice ID format that I was using: AB-001. Maybe the dash throws it off?
I appreciate your quick response, @hello-c.
Yes, you got it correctly. QuickBooks Self-Employed (QBSE) doesn't have an Account Receivable A/R account. Unlike in QuickBooks Online (QBO), where it has an A/R account and can create and receive invoice payment.
Thus, it's the reason why you're unable to receive a payment from your QBSE invoice. As a workaround, you'll want to delete and recreate the invoice inside QBO. Let me walk you through the steps.
Then, recreate the invoice and record the payment. I've also added these links that can guide you in managing your invoices and knowing your ways around QBO:
Keep me in the loop if you need further help in receiving your invoice payments or other QBO related issues. You can always count on me. Take care and have a good one!
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