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caroline-deguzma
Level 1

Can you check the issue why some of my invoices are showing overdue while I received the payments and deposited to our online banking?

 
1 Comment 1
Ashley H
QuickBooks Team

Can you check the issue why some of my invoices are showing overdue while I received the payments and deposited to our online banking?

Hello there, @caroline-deguzma.

 

There's not a way that I can check into your account and look into this behavior. Rest assured, I'm here to help troubleshoot why your Invoices are showing as Overdue.

 

One reason that comes to mind is that the payment you've received from your Customer hasn't been matched to the Deposit from your Online Banking. No worries, I've provided the steps below on how to match the transactions:

  1. Go to Banking on the left-hand menu, then navigate to the For Review tab.
  2. Select the Deposit to expand the view. This image shows an expanded view of a matching transaction.
  3. Review the Records found. These transactions are ones you already entered in QuickBooks. You should see either the Invoice or Receive Payment.
  4. Click on the link next to each record to get more details.
  5. Review the Deposit to field on the forms. Your transaction in QuickBooks is already in the account listed.
  6. When you’re done, hit Match.

If you don't see the Deposit in your For Review tab, that means it's in your Register. Here's how to move the transaction back to the For Review tab:

  1. Go to Reviewed tab (next to the For Review tab).
  2. Locate the Deposit.
  3. Mark the checkbox next to the transaction.
  4. Press on the Batch drop-down menu and select Undo.
  5. Go back to the For Review tab and follow the steps above. 

That's all there's to it!

 

Here are a few Community Articles that explain this process more in detail and what to do if you don't have Online Banking:

Let me know how this works for you! If you hit any bumps in the road, please let me know. Have a beautiful day.

 

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