QB Issue Resolution:

Thank you for joining the Community. I’d be happy to help share some information about reconciling the invoice with a paid sales receipt in QuickBooks Online.

 

There are two options to record sales transactions in QuickBooks, and it depends on when you receive the payment. For a deferred payment, you can use the Invoice and Receive Payment. However, for immediate payment, you need to use Sales Receipt.

 

Since you got your invoice automatically from third-party software, you can use Receive Payment to know that it has been paid. To avoid duplicates, you can delete the sales receipt then you record a payment against the invoice.

 

Here’s how to delete the sales receipt:

  1. Search and open the sales receipt.
  2. Click More, then choose Void or Delete.
  3. Click Yes.

After that, you can record the payment with the following steps:

  1. At the top right, click the Plus icon.
  2. Select Receive Payment.
  3. Select the name of the customer, date of payment, and the payment method.
  4. Enter the amount of the payment
  5. Select the invoice to apply the payment to.
  6. Click Save.

For additional information, I’ve included some articles for your reference:

If you need to reach out for more help, our phone agents will be able to help you get to a resolution quickly. Here’s how to get in touch with our Customer Care team:

  1. Go to https://help.quickbooks.intuit.com/en_US/contact.
  2. At the top right, select your QuickBooks version.
  3. Select a topic.
  4. Click on the Get Phone Number or Start a Message button.

These resources should help to get you back on track on reconciling the invoice in QuickBooks Online.

Resolution for Issue 'My 3rd party software automatically send QB online the invoice for all customers. Some customers are set up on recurring sales receipts that bill out on specific days every other month. How can I reconcile these paid sales receipts with the open invoices that are sent over?' available: Yes (Solved).
Source: Intuit Community forum.

My 3rd party software automatically send QB online the invoice for all customers. Some customers are set up on recurring sales receipts that bill out on specific days every other month. How can I reconcile these paid sales receipts with the open invoices that are sent over?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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