Invoices showing as Overdue, but in the Transactions ledger it shows linked to the correct Invoice as paid. How do I get it to show up properly in the Invoices Ledger?

I know the possible reason why the invoices show as overdue in QuickBooks Online (QBO), @kbken62. I'll explain it further and ensure it shows the correct status in your books. 

Beforehand, can you clarify what you mean by the invoices ledger? Are you referring to the list of invoice transactions or are you generating a specific report?

You could've paid different invoices or didn't pay them in full. To verify, let's double-check the overdue ones in the transaction list. Make sure you paid the correct invoices and entered the correct amount. 

Here's how:

1. Go to the Sales menu and click Invoices.
2. Filter the Status to Overdue.
3. Open the Invoice by clicking Edit, then click the payment hyperlink to correct it.
   
   

If the invoices are fully paid but still showing overdue, your browser's cache could be causing this behavior. In this case, we'll do the basic browser troubleshooting steps. We can start by signing into your QBO account using a private or incognito window. 

You can use these keyboard shortcuts to save time:

• Safari: Command + Shift + N
• Mozilla Firefox: CTRL + Shift + P
• Google Chrome and Microsoft Edge: CTRL + Shift + N

Once signed in, check your invoice statuses again. If it fixes using an incognito window, return to your regular browser and clear its cache to start afresh. Alternatively, you can use other supported browsers.

Moreover, you can run the Invoices and Received Payments report to see if the invoice is fully paid or not. You can click the small Gear icon next to the Export button. Then, add the A/R Paid column by checking it. If the invoice shows as not fully paid, you can click on the transaction to see how much payment is applied to it and make some necessary changes.

If you want more specific details to show in your report, you have the option to customize it.

We're all ears if you have more questions about managing your invoices. You can also add any other QuickBooks concerns you might have. We'd be happy to help.

I have tried the above suggestions, but to no avail.   I have gone so far as to unlink the transaction to the invoice, and mark the invoice as "unpaid".   Then go to another browser and mark it as paid.  

NOTE:  I could not make an "overdue invoice" as paid, as it would not find the transaction in the transaction ledger, as it was marked as paid, but not show "Paid" in the invoice ledger.

Clearing cache does not help.

I re-marked the invoice as paid, and since I marked it as Unpaid, it would find it on the transaction ledger.  But still, it shows in the Invoice Ledger as Past-Due.   HELP... this is a pain...

I appreciate your effort in trying the suggested steps to resolve the issue, @kbken62. Let's get right into it to quickly and efficiently fix this issue.

For a thorough investigation and resolution, I recommend contacting our Customer Support team. They will be able to delve into your account and determine why the issue persists. You can connect with them by following the steps below:

1. Go to the Help icon in the top right-hand corner.
2. Select Search, then press the Contact Us button.
3. Select a topic or enter your question in the box and hit Continue.
4. Choose the best way you'll want to reach out to us.

They can accommodate you Mondays to Fridays from 6 AM to 6 PM PT and Saturdays from 6 AM to 3 PM PT.

Moreover, I've included this article if you want to pull up a report with the same customization: Create and access memorized reports.

I'll be around in case you need further assistance managing your invoices in QuickBooks. Simply leave a comment below, and I'll get back to you.

Thank you for getting back to me so quickly.   Unfortunately, I'm traveling in Asia for the remainder of the month and will have to contact them when I get back.  Unless you can contact me via Whatsapp?

Hello, @kbken62.

We are unable to connect with you via WhatsApp. However, we’d be glad to return your call or schedule an appointment. I’m here to guide you through the process.

To set up a call, please follow these steps:

1. Log in to your QuickBooks Online account.
2. Click the Help button in the top right corner.
3. Navigate to the Search tab to find your questions or topics, then select Contact Us.
4. Choose to Have us call you for immediate assistance or select Schedule appointment to pick a date and time for a callback.

Additionally, you can run reports for a comprehensive overview of your business finances.

If you have any further questions about managing your invoices or need assistance, please don't hesitate to reach out. We're here to help!