You mentioned that payments are not being recorded and that the invoices appear to be unpaid, @learningtostrum. Please know that in QuickBooks Self-Employed (QBSE), you need to mark the invoice manually as paid right after receiving actual payments to settle the transactions.
On the other hand, if the payments are processed through QuickBooks Payments, invoices are automatically set as paid once payments have been fully posted. You can check the status of these transactions to confirm whether they are still processing or have already been deposited.
Here's how:
- Sign in to the Merchant Service Center.
- Select the Activity & Reports tab and then All Statements.
- Find your most recent statement and select View.
- Enter the last 4 digits of your Tax ID number.
- View the Date in the Activity Summary. This is the date the deposit was made.
If the payment has been cleared but the issue still persists, you can clear your cache and Intuit-specific cookies to remove excessive webpage data and refresh your browser, or you can use another supported browser as an alternative.
Once the payment is reflected in your bank feeds in QuickBooks Self-Employed, you can now categorize your transaction.
Feel free to return to this thread if you have further concerns with QuickBooks.
