When Is It Invoice Removed From A Customers Register In Quick Books

Thank you for posting hither, @lcscenter.

If there is a missing historical transaction for reconciliation, you lot can reimport them into QuickBooks Online. Here'due south how.

When you lot're prepare to upload the transactions, follow the steps beneath:

Still from theBankingmenu, click theLink Business relationshipdrop-downward.
Click onUpload from file from the options.
PressBrowseand choose the file y'all want to upload.
Cull an account from the list, thenNext.
Follow the on-screen instructions to map the fields.
Select the transactions to import.
ClickYes thenLet'due south go.

When your account is enabled for online banking, the bank might re-download the transactions that were non fetched before. To avert whatsoever duplicates, exclude them in theFor Review tab. Here's how:

Go to theFor Review tab.
Mark the box next to each transaction yous desire to exclude.
SelectExclude from the pop-up at the summit.
Excluded transactions are and then moved to theExcludedtab, and won't be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check marker on them, and so hitDelete.

To learn more than well-nigh mapping and uploading bank entries, see the following article:

How to import bank transactions using Excel CSV files?
Manually upload transactions into QuickBooks Online

However, if you lot're referring to the Gopayment app, hither are the steps to get the invoice payments:

Sign into the GoPayment blueish experience.
Tap theHamburger icon, then tapTransactions.
Tap the transaction you'd like to export, then tap theExport icon.
TapImport to QuickBooks.
Cull toImport equally a Sales Receipt orImport as Receive Payment.
TapOK.

You'll now run into the transaction in QuickBooks Online. If you choose toImport as Receive Payment, you'll need to match the payment to an invoice in QuickBooks Online.

If you're notwithstanding unable to get information technology or demand help importing information technology from the GoPayment app, reach out to our Support Team. To contact united states, click the following link: Contact Payments Support

If y'all demand further aid with QuickBooks payments, just post another respond here. I'll be more than than happy to help. Have a good one!

When Is It Invoice Removed From A Customers Register In Quick Books,

Source: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/invoices-that-were-done-through-the-quickbooks-app-are-not/00/891030

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