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Let's figure out why paid invoices still show past due, kmmtree.
May I know how you processed the payments? If you made a bank deposit, please ensure that it affects the Account Receivable and then link it through Receive Payment. However, if you processed them differently, please share how so we can check and resolve this issue.
For further information about linking a bank deposit to an invoice, check out this article: Link a bank deposit to an invoice in QuickBooks Online.
Additionally, I'll add this link to help you create personalized and professional-looking sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'm still all ears if you need further assistance with your invoices. Just add your reply below, and I'll circle back to help you.
Hi Camelle
Thank you for your response. I do not have a bank account linked to my QuickBooks. When I receive a payment I record the payment in QuickBooks and that is as far as I go as far as QuickBooks
I want to ensure invoices will show as paid, kmmtreeandlawn.
If invoices are showing as past due after receiving payment in QuickBooks Online (QBO), several reasons could be causing this issue:
To address this, review the payment application process in the program and ensure the correct application to the corresponding invoices.
Here's how:
Furthermore, you can run the Sales by Customer Detail report. It provides a comprehensive breakdown of sales transactions, including invoices and payments for each customer, enabling you to track individual transactions, outstanding balances, and payment history.
If everything is fine, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.
First, let's access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
Once done, check the invoice status. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.
Additionally, you can customize the data to display specific date ranges, payment methods, and other relevant details to suit your reporting needs.
I'm also adding our Income and expenses page. It provides topics that might help you navigate your QuickBooks account.
Let me know if you have additional questions about invoices and other transactions in QuickBooks. We're always around here to guide you. Be safe.
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