I understand how you feel, poley21.

Let's work together and get rid of the invoices that has needs attention message. This happens when the invoice tracker didn't clear exceptions automatically. You can delete the invoice in question and re-create it.

Here's how to delete the invoice.

1. Go to Get paid & pay and select Invoices.
2. Find and select the invoice you wish to delete.
3. On the Invoice page, choose More at the bottom, then Delete.
   
4. Select Yes to confirm.
5. Once done, re-create it.
    

If the invoice is already paid in QuickBooks, navigate the Receive payment option to link the invoice and the payment. 

I've outlined the steps below.

1. Click the + New icon.
2. Select Receive Payment.
3. Choose the Customer from the drop-down. This displays all open invoices and outstanding credits for your customer.
4. Enter the day you received the payment in the Payment date field.
5. From the Outstanding Transaction section, mark the invoice you need to mark as paid.
6. Under Credits, mark the payment .
7. Hit Save and close.

I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

If this doesn't resolve the issue, I recommend contacting our QuickBooks Live Team. They'll pull up your account and review the details of the affected invoice. Then, they'll create a case and forward it to our Product Team for further investigation. 

If there’s anything else I can help you with QuickBooks, feel free to click the Reply button. I’ll be right here to assist further. Have a good one.

Thanks for the attempt, MaryLandT. I did so yesterday on the phone with a rep for an hour and 4 minutes. I told her I tried deleting the invoice and remaking it but it didn't work. I told her I tried voiding the invoice and then redoing it but it didn't work. She didn't believe me so I did it while she was remote viewing 3 times in a row but it still didn't work. Nothing has been solved.

Please recommend something else other than what all of the other QB associates are saying. I've tried it all at this point. 

Yep, done that and been through hours on the phone with reps.  If you read through the actual thread, you'll find that your attempts at solving the issue without having to do actual work to resolve it, are not proper accounting methods.  Please just add an option to disregard alerts once resolved in your client's books.  Thanks and have a great night.

@ahcproductions Sorry for the super-late response -- I'm so annoyed with QBO's failure to properly address this issue, I had to walk away from the thread. I don't do anything to remove the "needs attention" message because I don't see why I should create poor accounting processes to workaround a flaw that QBO should fix.

If you click on the invoice, every one shows "PAID" and links to the payment, so all accounting issues are properly resolved. I'm not going to delete and recreate invoices to get rid of a message that shouldn't be there in the first place. There's nothing wrong with my books. QBO's developers need to address this issue rather than dismissively telling customers to go through ridiculous steps to remove an erroneous message.

One of my glitches is from a client payment that QBO flagged as a disputed payment. It was never in dispute. What happened was it went through QBOs payment system the same day as another client's payment that bounced. For some reason, IDK why QBO flagged the good payment as disputed. The NSF was resolved within 24 hours; it still shows as "Needs Attention." I'm ignoring the message rather than creating questionable audit trails in my books.

@MaryLandT Do you work for Intuit? If you do, can you tell us why the developers don't create a button for the alert to be removed when the payment issue is resolved? Why isn't there just a "Payment/Issue Resolved" button to remove the false alerts? 

As others have written, the workaround you suggested doesn't work (and creates an inappropriate audit trail as well as unnecessary additional work). This is nothing more than a developer glitch --- it's not an accounting or bookkeeping issue -- it's a developer glitch that should not need going through accounting hoops to resolve.

I wonder if we should start reporting them for inappropriate content for giving bad accounting advice? Since they never respond to any of us commenting on the fact that what they are recommending is just wrong - maybe it would get someone's attention.

I've been using QBO for years -- maybe decades -- because the software is great. I also do tax filings with ProConnect, and I love the smooth transition between the Intuit family of products. I pay for my subscriptions and will continue to because this is the best line of products for my business.

It doesn't make sense that an alert message -- that remains after the payment issue is resolved and does not affect the accuracy of the financial records -- is removeable only by altering accounting processes in an inadvisable manner. Customers have been talking about this for two years. When I realized that nothing was wrong with my books themselves -- everything balancing, reconciling, and properly documented --- and this was nothing more than a developer glitch, I became annoyed that Intuit moderators are telling us to delete and recreate invoices, instead of telling developers to fix the Alert message. 

As well as being plain wrong, it's intellectually lazy and poor customer service.

It is very frustrating. Especially when I get the response to talk to my accountant... It's like... I am the accountant for several clients using QBOA. It's like they don't ever read or listen to the actual question that someone is asking. 

@ashley72057 You're correct. QBO's CSRs don't understand the issue, the site moderators don't either, and their developers obviously don't see this as a significant problem. I suspect it's because they know that it isn't affecting the accounting record, and it's an annoying glitch. However, bookkeepers, accountants, and anyone in finance like to see things in order and this glitch can be a stress trigger for many. What QBO developers see as a "small annoyance" is something QBO accountants see as a "significant distraction." 

I'm just ignoring the message because that's less frustrating than speaking with CSRs and site moderators.

You got this right! 100% Thank you for agreeing and seeing it from our perspective.

We definitely like to see things in order and when we can't fix something that we know shouldn't be there it is a bother to us and our clients. 

You're so right! would much rather see an annoying alert than talk with QBO CSRs again. Only problem is it's literally affecting the amount that the company has to collect. When the owner looks at it, he is confused as to why there is so much more money left to collect than what I tell him. Becoming a MAJOR issue. 

I THINK I FOUND THE SOLUTION

This appears to be the PROPER way to record a "rejected bank transfer" or a "disputed charge" or whatever. I just did this and it applied correctly on my customer's account AND removes the alert!!!! 

Watch this guy on youtube explain it. https://youtu.be/FVs9m2Bh4dc?t=1560

Please let me know what you think & if it resolves for you!!! 

@LWAY1 @ashley72057 @dmfrench @brandyv @ahcproductions 

@poley21 Thanks for the link. I listened and was happy that the presenters admitted to not liking the "Accounts Receivable/Expense" method and demonstrated the Invoice (re-invoicing) method. The expense method is unusual to see an expense transaction on an A/R report and requires explanation to auditors. The presenter also admitted that it doesn't work well if you have a "days to pay" requirement. For me, the invoice method works better and is easier to explain to auditors and non-bookkeepers.

For many of us posting, we've already used the re-invoicing method, received both the payment and NSF/chargeback fee, and the alert is still there. In one of my situation, QBO erroneously added a disputed payment message to a payment, even though the client did not dispute it. Another customer had an NSF that day, and QBO flagged all payments received with the same "disputed payment" message. For the paying customer, the audit trail shows the payment made on 08/05/22, deposited into my account on 08/08/22. With there being no true chargeback issue, how do I get rid of a red alert flag that's there because of a QBO glitch? Why must I delete an invoice, get a "client credit message," and recreate it, or go through hoops to create a fictional invoice for a client who paid an invoice? Would it be easier for QBO to have a "Resolved" button option?

The video is nice, but it does not get rid of my Needs Attention notice.  It seems like QB has it frozen in "Payment Disputed" mode.  The payment was returned, but there's nowhere for me to mark that.  Since QB processed the chargeback, it seems like this SHOULD BE automatic, or at least easy for support to fix.

Yes, I manage books for two companies on QBO and when I see something in red, it alerts me even if I know it is a BS notification…every time.  Very annoying and frustrating.

I agree. My "not truly disputed" payment still sits in "needs attention" even after I deleted and recreated the invoice using the duplicate invoice method. Also, when I click the "Need Attention" alert nothing populates because the system knows there are no outstanding payment issues.

You're also correct that if QB is processing the chargeback, why is the alert still there?

I'm just replying only to add to the number of accounts experiencing this issue.  I have the same issue.  Followed the posted technical document on how to resolve it.  The account is reconciled but still shows needs attention.  

Thank you for sharing your experience, @ShaneQ.

I understand the hurdle that this issue causing you when working on your transactions in QuickBooks Online (QBO). That said, I recommend you contact our Technical Support Team. This way, they can double-check your account to know what causes the reconciled accounts showing a need attention alert.

Moreover, our phone support has the tools to initiate a further investigation and provide fixes in no time. To reach them, you can follow the steps below:

1. Sign in to your QuickBooks Online account.
2. Click the Help button.
3. In the QuickBooks Assistance chat box, select Talk to a human and or tap the Contact Us button at the bottom.
4. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
5. From there, choose a way to connect with us; either to Chat with us, get a Callback, or call our support line directly by getting our Phone number.

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support.

Let me know if you have more concerns about your QuickBooks transactions. I’ll make sure to get back as soon as I can. Stay safe!

This is stupid I have this alert issue because the person I was sending the invoice to has intuit blocked on their end.  So I just sent them the invoice manually. Now I just need the alert gone.  Having to delete the invoice just to clear the alert is asinine.  

Hello there, @TMartel.

Currently, deleting and recreating the invoice is the only way to get rid of the alert showing in the program to refresh the transaction log in the QB server. Since this is caused by the recipient blocking Intuit servers, QuickBooks is working as designed. That said, you'll want to reach out your recipients and have them allow intuit servers, so you'll be able to settle their invoices in QBO.  

Additionally, while other option to sort this out is unavailable, you can send feedback directly to our software engineers, so they can possibly take it into account for future product enhancements.

To do that:

1. Go to the Question mark icon and select Suggest an idea.
2. Provide a brief description of your feature request.
3. Click Send Idea.

Please feel welcome to send a reply here or create a new thread if there are ever any questions. The Community's always here to help. Have an awesome day!

This is asinine

Not the best workaround but it worked.   i went into the invoice that was causing the "needs attention" error on my QB dashboard and removed the customer email address from the invoice and put in my own and resent the invoice.  I then sent the customer their invoice through outlook.  The error message is now gone.

Thats a different issue, they were discussing chargebacks 

It is stupid to have to do it this way, but it worked.

Mailed the invoices and got rid of the alert. Thank you.