An invoice will only appear on its affected accounts in your chart of accounts, SANOOP. I'll provide some troubleshooting to ensure your transaction is posted accordingly for accurate reporting.
In QuickBooks Online, the affected accounts for an invoice are Accounts Receivable and Income Accounts. You can verify this information using a Journal report.
If you've checked these accounts and it didn't show any trace of the invoice, you'll want to access your company using a private window. It helps prevent interruptions from corrupted cache files that cause unusual behavior when performing different business tasks.
Please refer to these keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Shift + Ctrl + P
- Microsoft Edge: Ctrl + Shift + N
Once an invoice shows up in your chart of accounts, proceed to your regular browser and clear its cache to refresh the website's preferences. Also, ensure it's updated and supported for an optimal and secure experience.
On the other hand, recording customer payments as they settle their balances is essential, whether it's a partial or full payment. This process links the amounts to an invoice, keeping your account balanced.
Kindly revert to this thread and tag us with your replies if you have other questions about sales transactions or the chart of accounts in QuickBooks Online. We always prioritize assisting you with any queries you have.
