Invoice payments seen to be commingled inot my checking account. How do I see individual payments made on same day?

Let's find out if there are payments added in your checking account, sustainable2363.

For now, you'll have to check those payments under the transactions tab to verify the correct account if it's under your checking account. I've added a screenshot for your visual guide.

You'll also want to export invoices as PDF by clicking the drop-down arrow under the Action column.

For future reference, you can read this article for more information: QuickBooks Self-Employed Overview.

Feel free to let us know if you need help. I'll be right here to assist.

So I have a client who is questioning weather a payment that has shown posted as paid has not been taken out of his account. Can you specifically look into this matter?

I'd prefer if you have the capability of screen sharing to show me a couple of "how to's".

Thank you.

So I have a client who is questioning weather a payment that has shown posted as paid has not been taken out of his account. Can you specifically look into this matter?

I'd prefer if you have the capability of screen sharing to show me a couple of "how to's".

Thank you.

Hi sustainable2363.

I'm more than happy to get you in the right place so you can screen share with an agent that can guide you step-by-step. To reach them, follow these steps below. 

QB Assistant is a virtual agent that gives you quick personalized answers. Ask general questions like "How much did I make this year?" or "How many business miles did I log?"

To open QB Assistant, follow the step for your device:

• Web browser: Select Assistant from the top menu.
• iPhone or iPad: Tap the + button on the dashboard, then select Ask QB Assistant.
• Android: Tap the chat bubble icon on any screen.

Once you're in, type a question or press and hold the mic icon to ask your question out loud.

Connect with us

1. Enter or say “Talk to a human.”
2. Choose a way to connect with us:
   • Post a question and get answers from tax specialists and other customers like you.
   • Start a chat with a support expert.
   • Get a callback from the next available expert.

Keep in mind, some options are only available at certain times.

Once you request a callback, an agent will call you as soon as they're available and they will be able to screen share with you through the whole process. If you have any other questions, feel free to post below anytime. Thank you and have a nice afternoon.