Solopreneur Beta, trying to link a Bank Transaction to an Invoice and nothing is showing listed

Thank you for the reply, however, that's problem.  When I follow that process, I get to "

1. Select the account where you receive the money from the Deposit to dropdown" shows the bank accounts, select the correct one and then there is nothing to show.  I have the transaction listed in transactions and marked as business - sale, but it's not an option in the dropdown menu, nothing is.
2. It also says "RECORD Payment" not "RECEIVE Payment" if that makes a difference.  I am using Solopreneur Beta not Self-Employed

Thank you for the prompt response and for trying out the recommended steps provided by my colleague, @NeverTooKate. Let me chime-in on this conversation and help find a solution.

I understand that matching an invoice to a bank transaction is essential. However, this feature isn't available yet in Solopreneur Beta although it's planned to be available in the larger General Availability (GA) launch in January 2024.

Currently, the invoices act only as a tracking mechanism, recording an invoice once there are imported transactions from your bank. In the meantime, I'd like to suggest steps to help resolve the automatic reminders for invoices and a workaround to update your customer on their invoice payment:

1. Go to the Gear icon and check on the sales settings, when available in your Beta version, if sending reminders has been set automatically.
2. Select Get paid in the left navigation panel.
3. Click on the invoice at issue and choose Receive payment or Record payment (instead of selecting Record payment from the Action column).
4. Once the status is "paid", select Print to save and generate a PDF file. 
5. Send the PDF file through your local email address to update your customer on their payment. 

When this is resolved, let me add this link to have self-help resources on navigating Solopreneur Beta: Resources for Solopreneurs.

Let us know if you have further updates on managing your invoices in QuickBooks Solopreneur. We'll do our best to assist you. Take care. 

Thank you for a few other options.  Currently I do not have Sales as an option in my SoloBeta, but they understand any notices at this point are automated, if they're getting any.

I did go through invoices instead of action before posting this, and did this again, but it's still not showing any transactions available for either bank account listed.  I've also tried changing the sort & filter to "last 90 days" instead of "invoice terms" and it just refreshes to the invoice list screen.

Allow me to dive into this thread to assist you, @NeverTooKate. I’ll provide you with the key points about your concern, linking a bank transaction to an invoice in QuickBooks Solopreneur.

QuickBooks Solopreneur is a tool that helps you keep track of the status of your invoices. However, if a client pays you directly through your bank account, the payment cannot be automatically linked to the invoice in QuickBooks. In this case, you will need to manually categorize and record the payment in the Transactions tab.

Automated invoice tracking will be available if you are using QB Payments. This feature will take effect on the general launch of the Solopreneur this coming January 2024. For now, you'll have to record the invoice payment and categorize the bank transaction manually.

Here's how to record payments in QuickBooks Solopreneur:

1. Go to Get Paid and select Invoices.
2. Find the unpaid invoice and select Receive payment.
3. From the Deposit dropdown, select the account you put the payment into.
4. In the Amount field, enter the amount your customer paid. This can be the full or partial payment.
5. In the Payment date field, select the date your customer paid you.
6. Select Save.

Note: If you use QuickBooks Payments to process payments, we handle all the accounting for you. When your customer makes a payment on the invoice, QuickBooks processes the payment and categorizes it into the correct account.

Additionally, QuickBooks can help you succeed as a self-employed business owner. Check out this article to get started: Resources for Solopreneurs

Feel free to reach back out with other questions about linking a Bank Transaction to an Invoice in QuickBooks Solopreneurs. We'd be glad to assist!

Hello I’m having the same issue in my QuickBooks app. The transaction from a direct deposit from my client is marked as sales. When I go to record payment in my invoice tab the transaction doesn’t show up as an option and there doesn’t seem to be a way to link the transaction to the invoice. 

QuickBooks relies on the transactions that your bank institution sends to the application, Akllc.

The entries won't appear if your bank is still processing them.

To find them, you can sort or filter by date. If they're still not showing up, you'll have to wait until the transaction clears the bank.

Once they're ready, you can follow the steps under the Record payments in the QuickBooks Solopreneur section from this article.

Please respond below or create a new post on the Community page for any further inquiries. We are here to help.

Thanks but the transaction had been posted. I logged in online and was able to match the transaction to the invoice but was not able to in the app. In the app it offered two transactions that weren’t the ones I was looking for and didn’t allow me to choose from the full list of transactions. 

Hello there, Akllc.

You should be able to view the payment, allowing you to match it accurately with the corresponding invoice in the app.

In the apps, you couldn't see the transaction you wanted to match because you had already completed it using a different method of logging in, as you mentioned.

Alternatively, if you're referring to a different transaction that you want matched using the apps, please make sure you have entered the correct payment range for both the invoice and the payment amount. It will ensure that it appears on your end.

If the issue persists, I suggest performing the mobile app troubleshooting to refresh your device and clear out any data that may be preventing QuickBooks from loading its features.

The Community is always open if you have any other QuickBooks concerns.

To clarify, I resolved the issue on the web AFTER I tried to do it in the app because the transaction was not showing up as an option in the app to apply it to the invoice (it WAS showing up as a transaction in the app, just not when I went to record a payment). 

Hey, @Akllc . 

Thanks for reaching back out to us with some additional information. 

If you need to link another transaction to an invoice again within the app, let's try all the troubleshooting steps listed on this guide: Mobile App Troubleshooting. 

If the issue persists, I recommend contacting our Customer Support Team for further assistance. 

I'm only a post away if you need me again. Have a great day!