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hsdkimberly
Level 2

Invoices not appearing in Income Tracker?

I'm having a somewhat worrying issue. I really enjoy using the Income Tracker to keep track of the status of our invoices, but recently I've realized that it's not showing me all of the Open Invoices I've sent?

 

I have one customer account that I was expecting a payment from, it's now a few days overdue, and I was just going to check the Income Tracker for details, but it doesn't show up! When I run a report or check the Customer page, it's there and unpaid..

 

Is there some reason that it wouldn't appear? Some setting somewhere? I've ran a rebuild already to see if that fixed it, and it didn't. 

 

Any advice would be greatly appreciated! I love the Income Tracker but it needs to be reliable or else it's not worth it.

Solved
Best answer March 24, 2020

Best Answers
Rasa-LilaM
QuickBooks Team

Invoices not appearing in Income Tracker?

Welcome back to the Community,


I appreciate you sharing with us the result of the troubleshooting steps provided by my peer. Since the tool didn’t find any issues, I recommend you get in touch with our Technical Support Team.


They have tools like screen-sharing to verify the root cause of the missing open invoices. Once the permanent fix is available, our phone support will guide you through the step by step process to take care of the problem on your Income Tracker.


The most up to date contact details can be found here:

 

  1. In your company file, go to the Help section of the company file to see the contact details.
  2. Choose QuickBooks Desktop Help to open the Have a Question window.
  3. Hit the Contact us link to see the Contact Us screen.
  4. Click the Search for something else link to enter the issue in the field box.
  5. Press Search to display the Start a Message menu.

For tips, online tutorials, and other resources, check out the QuickBooks Q & A link. It provides a breakdown of articles of the processes you can perform in the desktop version.


Stay in touch if you have any other concerns or questions. I’ll jump right back to assist further. Have a good one.

View solution in original post

18 Comments 18
Michael K
Moderator

Invoices not appearing in Income Tracker?

Thanks for reaching out and doing those troubleshooting steps, @hsdkimberly.

 

Let's run your Company File through QuickBooks File Doctor to make sure we can get this resolved. Check it out:

 

  1. Close QuickBooks.
  2. Download the QuickBooks Tool Hub file. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop).
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub. If you can't find the icon, do a search in Windows for QuickBooks Tool Hub and select the program.
  6. From the tool hub, go to the Company File Issues tab.
  7. Click Run QuickBooks File Doctor. It can take up to one minute for the file doctor to open.
  8. In QuickBooks File Doctor, select your company file from the drop-down menu. If you don’t see your file, use Browse and search to find your file.
  9. Hit Check your file (middle option only) and then Continue.
  10. Enter your QuickBooks admin password and then Next.

 

The scan time depends on your file size. In most cases, it can take up to 5 minutes. Once the scan finishes, open QuickBooks and your company file. Your issue may have been resolved even if the scan says it was unsuccessful.

 

If you still run into this issue in the future, I recommend contacting our support team. They'll be able to share your screen and check out what may be causing the issue in-depth.

 

Let me know if you have any other questions by hitting the Reply option below. I'll be here if you need me. Have a wonderful day!

hsdkimberly
Level 2

Invoices not appearing in Income Tracker?

I tried the repair and it found nothing wrong.. I guess I'll have to try and contact support.

Rasa-LilaM
QuickBooks Team

Invoices not appearing in Income Tracker?

Welcome back to the Community,


I appreciate you sharing with us the result of the troubleshooting steps provided by my peer. Since the tool didn’t find any issues, I recommend you get in touch with our Technical Support Team.


They have tools like screen-sharing to verify the root cause of the missing open invoices. Once the permanent fix is available, our phone support will guide you through the step by step process to take care of the problem on your Income Tracker.


The most up to date contact details can be found here:

 

  1. In your company file, go to the Help section of the company file to see the contact details.
  2. Choose QuickBooks Desktop Help to open the Have a Question window.
  3. Hit the Contact us link to see the Contact Us screen.
  4. Click the Search for something else link to enter the issue in the field box.
  5. Press Search to display the Start a Message menu.

For tips, online tutorials, and other resources, check out the QuickBooks Q & A link. It provides a breakdown of articles of the processes you can perform in the desktop version.


Stay in touch if you have any other concerns or questions. I’ll jump right back to assist further. Have a good one.

hsdkimberly
Level 2

Invoices not appearing in Income Tracker?

Evidently it's related to a software issue. The hope is that when we upgrade to the 2020 version it will be remedied.

mbrammer
Level 1

Invoices not appearing in Income Tracker?

I have this same issue.  I like to use income tracker to make sure all of the invoices have been emailed out.  For some reason not all of them are showing up in the tracker and some have been missed.

Catherine_B
QuickBooks Team

Invoices not appearing in Income Tracker?

Hi there, mbrammer.

 

I've checked in our system and it has been reported and our engineers are already looking into a permanent fix about the income tracker not showing all the invoices. While they do, you'll want to use reports to view all open invoices. 

 

Let me show you how: 

 

  1. Open your company file.
  2. From the Reports menu, choose Customers and Receivables
  3. Click Open Invoices

You can also customize the report to get the data you'll need. 

 

I'd also suggest contact us so we can add your account to the open investigation. You can follow the steps provided by colleagues above or you can click here

 

Always know that the Community is open and ready to help you with your questions. Take care and have a great day!

Flashpaper
Level 2

Invoices not appearing in Income Tracker?

It's April of 2022 and I'm having this issue. I tried contacting support via chat twice, but each time they ended the chat session and left. I don't know why. I've rebuilt the data file several times but the Income Tracker just doesn't want to show some invoices. Is this still a known software bug?

mbrammer
Level 1

Invoices not appearing in Income Tracker?

I still have the same issue. We have to go thumb back through each one to catch ones that haven't been emailed. I always find ones that were not emailed even though income tracker shows them all with email dates. Not sure why some still do not show up. We do verify rebuild pretty often.

JasroV
QuickBooks Team

Invoices not appearing in Income Tracker?

I admire you for performing some steps to get around this issue, @Flashpaper @mbrammer.

 

Upon checking here on my end, our engineering team is currently working on fixing the issue of the income tracker not being visible in the invoice.

 

Rest assured they are working diligently for an indefinite fix. In the meantime, you can consider the workaround shared by colleague Catherine_B above.

 

Furthermore, I highly recommend contacting our support team. This way, you'll be added to the list of affected users and be notified via email of any updates.

 

When everything is in place, you might want to read these articles for your future reference. These can guide you on how to modify your invoice and reports based on the details you need: 

 

 

Please bear with us as we're working on a fix. If there's anything else you need help with your invoice or with QuickBooks Desktop, you can always share them with me. I'm always here to back you up!

AlbinCO
Level 1

Invoices not appearing in Income Tracker?

Carefully check the date on the invoice.  I had inadvertently created an invoice with an invoice date that was over a year ago and it was not showing in the income tracker.  I went in and edited the invoice date and it Immediately showed up.

Adrian_A
Moderator

Invoices not appearing in Income Tracker?

Good day, AlbinCO.

 

I'm here to share some information about saving an invoice.

 

When you entered an invoice with a past date, the system will not recognize it as income on the recent year. Thus, it will not show up on the list.

 

Also, if you want to send online so your customers can pay them online, you can check this links: Take and process payments online.

 

Keep me posted whenever you have concerns with sending invoices.

AlbinCO
Level 1

Invoices not appearing in Income Tracker?

Understood.  Just hoping that this will help someone else.

LaserDecore
Level 1

Invoices not appearing in Income Tracker?

I just found this problem today - I am using Desktop Pro 2021

An invoice was not showing up on Income tracker - I inspected the invoice and noticed it had Email Later Checked - I unchecked it and the invoice showed up on income tracker. I thought the problem was solved, did some other transactions and then checked back to Income checker and the invoice had disappeared again.

What is the status of the software solution, mentioned earlier? Accounting is not a part of my business that I relish and I need to be able to count on Quickbooks being accurate.

MirriamM
Moderator

Invoices not appearing in Income Tracker?

Welcome to the QuickBooks Community, @LaserDecore.

 

I appreciate you providing the troubleshooting steps done to resolve the issue about invoices not showing on the income tracker. Right now, it's currently an issue we are investigating. In the meantime, to view the open invoices, I recommend using the reports in QuickBooks.

 

Here's how:

  1. On your QuickBooks Desktop account, go to the Reports menu at the top.
  2. Select Customers and Receivables.
  3. Click Open Invoices.

 

While our Product engineers are working on a fix, I recommend reaching out to our Customer Care Team so they can add you to the list of affected users. From there, you'll receive a notification on your email address registered on the account once this issue gets resolved.

 

To reach them, here's how:

  1. On your QuickBooks Desktop, go to the Help menu at the top.
  2. Select QuickBooks Desktop Help
  3. Type Contact Us in the search box. Then, click on Contact Us at the bottom. 
  4. Select the way you wish to connect with support.

 

You can also check out this link for more information on how to contact them: Contact QuickBooks Desktop support. Ensure to review their support hours, so you'll know when agents are available.

 

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.

 

We thank you for your patience while we work on a fix. And if you have additional assistance while working on your QBDT account, let me know by commenting below. I'll be around to provide further assistance. Have a nice day.

FatFish22
Level 1

Invoices not appearing in Income Tracker?

Has anyone had this issue resolved?

ChristineJoieR
QuickBooks Team

Invoices not appearing in Income Tracker?

I'll offer different viewpoints on how to view income reports in QuickBooks Desktop, @FatFish22.

 

I recommend running Customers and Receivable since this report can track your daily sales and collectibles. Kindly follow the instruction below:

 

  1. Open your company file, then navigate to the Reports tab.
  2. Next, choose the Customer and Receivable report.
  3. Lastly, customize or find the open invoices within the file.

 

Moreover, I've got you this article that helps you customize specific reports in QuickBooks. Do you need to modify them? See these pages for your guide: 

 

 

You have my support if you need further information in customized reports. I'll help you with how to do it. Thank you for visiting us today.

brasmus288
Level 1

Invoices not appearing in Income Tracker?

WHY can't we get resolution on this problem with income tracker? Running a report does not fix the problem nor does it allow us to print all the invoices to a pdf file, which we need for our biggest customer.... this has gone on since 2020... wtf is the problem? it would also be nice to have a filter or search box in this program as we are dealing with thousands of invoices. I would like a level 3 programmer to call me at [phone number removed] asap.

RoseJillB
QuickBooks Team

Invoices not appearing in Income Tracker?

I heard your sentiments about the income tracker in QuickBooks Desktop (QBDT), @brasmus288.

 

This is not the kind of impression that we want you to have about using the application. I also understand how this concern becomes a hurdle for you and your business. Sorting this out is my top priority. Thus, I recommend contacting our Technical Support Team.

 

Our phone support has the capability to check on your company file to determine the root cause. Also, they have the option such as screen-sharing to let them see what's on your end and re-investigate the issue. You can follow the steps below to get in touch with them:

 

  1. From your QuickBooks Desktop account, click the Help menu at the top.
  2. Click the QuickBooks Desktop Help menu and select Contact Us.
  3. Provide some information about this concern in the search box, then select Continue.
  4. Sign in to your Intuit account and tap Continue. Afterward, select Continue with my account.
  5. Please enter the code that will be sent to your via email and select Continue.
  6. From there, select how you want to connect with us. It’s either to chat with us or Have us call you.

 

Concerning the suggestions you mentioned about the search box for invoices. I also advise you to mention this while on the phone with our support to take note of.

 

On the other hand, you can refer to this link and click the Contact Us button. This will route you to fill out some information about the product you are using and enter a brief description of your concern. Then, please choose a way to connect with us: Contact QuickBooks Desktop support

 

Keep me posted if you have other concerns or any follow-up questions about QuickBooks. The Community is 24/7 available to help. Have a good one!

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