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Good day, @RogLand18.
It could be that someone has accidentally opened the delayed charge invoice. This is the reason why it shows open in your All Sales list.
However, you can check your audit log to see who made changes to your books and what they did. This tracks user sign-ins and changes to settings as well as edits to customers and vendors and employees. QuickBooks records the following in the audit log:
To access the audit log, you need to sign in as an admin. Then, follow these steps:
Please take note that the audit log shows you 150 records at a time. For most transactions or events, select View in the History column to open the audit history.
Additionally, you're correct. Deleting it will affect the records in your books. I'd recommend reaching to your accountant so they can provide your suggestions in dealing with this transaction.
I've also added the following article as your reference:
Just tag my name in the comment section if you have any other concerns or questions. I'll get back to you as soon as I can. Stay safe.
Seeing as I'm the only one who does anything with the books, there is nothing to look for in an audit log. My boss only logs in to look at the dashboard. The books are closed for the year the charge and invoice were created. The only way someone could have gone in to change anything is if they knew the password for over ride it.
I don't understand how anyone would even be able to "open" a closed delayed charge. The way it gets closed is by creating an invoice from it. There isn't a option to change the status of the charge like there is for an estimate.
Hello there, RogLand18. Thanks for getting back to us.
Good to know that you were able to close the delayed charge from 2016. You did the right thing about creating an invoice to link the delayed charged to the invoice. Then, be able to get this thing done in the program.
I got your point that you're the only one working with the book and wondering how this transaction changed status. The Audit Log feature in QuickBooks helps you identify why happened to that transaction. You'll be able to verify if this has been changed accidentally, or not which only automatically showing open after years of being stored in the book.
In case you need to check the activities of each transaction, you can follow the steps shared by my colleague above.
Please stay in touch if you have other concerns with QuickBooks Online. I'm here whenever you need assistance. Always take care and stay safe.
I find the item in the audit log, but it still doesn't help me figure out what happened. I searched my account receivables and it still shows the payment listed in 2016, The payment wasn't deleted, the invoice isn't deleted from their account. I do not know why this not closed.
I'd also like this resolved as much as you do, @RogLand18.
Since using the Audit Log didn't fix the reopened delayed charge issue, I suggest contacting our support team. One of our live supports can perform a screen-sharing session to determine its root cause.
Please review our support hours to ensure they can assist you promptly.
Here's how to get in touch with one of our support agents:
After fixing the said issue, you can begin reconciling your accounts to ensure your records are correct.
Let me know in the comments if you need more QuickBooks tips on handling your transactions. I'm always around to help you.
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