Why does my paid invoice not show up under transactions? I marked it paid.

Thanks for your help

Thanks for following up with the Community, jfogal.
 

I'm happy to hear LollyNino_C was able to help understand why your paid invoices weren't showing up on the transaction list.
 

You'll additionally be able to find many detailed resources about using QuickBooks in our help article archives.
 

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

Hello, I see that Self-employed does not allow this, but does "regular" Quickbooks Online convert paid invoices to transactions? 

Thanks

Aarom

Hello,

I see that the Self-Employed version doesn't do this, but does "regular" Quickbooks Online convert paid invoices to transactions?

Thanks,

Aarom

Welcome to the Community, @Aarom.

Let me share some insights about converting paid invoices to transactions using QuickBooks Online (QBO).

When you receive invoice payment, you need to record it in QBO. I'll show you the steps.

Here's how:

1.  Go to + New, then select Receive Payment.
2. Choose the name of the customer from the Customer dropdown.
3. From the Payment method dropdown, select the payment method.
4. Click the account you put the payment into from the Deposit to dropdown. 
5. Tip: You can put the money directly into an account, like your checking account, or choose Undeposited Funds if you need to group the payment with others.
6. In the Outstanding Transactions section, tick the checkbox for the invoice you want to record
7. You can enter the Reference no. and Memo if needed.
8. Select Save and close.

If your customer can't pay in full, you can also record the partial payment in QBO.

If your customer wants to use a credit card, you can check our article on processing credit card payments in QBO.

Let me know how it goes, and click the Reply button below if you need more help recording invoice payments in QBO. I'm always here to help. Have a great day.

It would be great if Quickbooks could add an option to automatically add a transaction for you once you mark an invoice as paid.

Hi @Rachel Z,

Thank you for reaching out here in the Community about this feature. I'm here to assist you in adding a transaction in QuickBooks Self-Employed.

I agree with you about bringing over this ability for the invoices in the Self-Employed version. It will help users save time in entering or categorizing downloaded bank transactions.

As we assess this, I encourage you to send feedback to our engineering team. We constantly improve the features of QuickBooks, and they might consider adding this in the future.

Here's how:

1. Click the Assistant option in the upper-right corner.
2. Navigate to the Type something field and enter the issue or topic.
3. Select Add a feature.

You can manually add transactions into QuickBooks using a web browser or mobile device. For more information about the process depending on how you access Self-Employed, here's the link: Manually add transactions in QuickBooks Self-Employed.

I want you to know your suggestions about our product matters. If you have more questions or concerns about the features, click the Reply option. I'm always available to lend a hand.