I appreciate for getting back to us, WestHillsWeb. Let's work together and figure this out so you can get back on track.
You have created the transactions in QBO that aren't linked to QB Payments. That is why there are sales receipts but no payment generated in your bank. What we can do is link your QBO account to QB Payments and set up recurring payments to get this fixed. You can use this article for the detailed guide on connecting your QuickBooks Payments account to QuickBooks Online.
From your QB Payment account, you can now process recurring payments from your customers depending on the schedule you set using sales receipts. Let me walk you through how:
- Go to the Gear Icon.
- Choose Recurring Transactions.
- Click New.
- Select Sales Receipt from the Transactions Type drop-down.
- Hit Ok.
- Type in the name of the Recurring Transactions.
- Choose Scheduled from the Type drop-down.
- Select the name of the customer drop-down and verify the email of the customer.
- From the Payment Method drop-down, choose Credit Card Type.
- Enter your customer's credit card details.
- Click Ok.
- Click Save Template.
To identify the lists of pending sales receipts, you'll have to create a Bank Deposit. Here are the steps:
- Click the + New button.
- Select Bank Deposit.
- From the Account ▼ dropdown, choose the account you want to put the money into.
- Select the checkbox for each transaction you want to combine.
- Make sure the total of the selected transactions matches your deposit slip. Use your deposit slip as a reference.
- Select Save and close or Save and new.
If I can be of any additional assistance, do let me know. I'm here to help.
