I hear your sentiments and understand the relevance of accurate tracking of payments within the program, Geewhizpat.
I appreciate you for your troubleshooting efforts in solving your concern. To ensure that this gets sorted out, I recommend contacting our QuickBooks Online Support Experts. They have the necessary tools to initiate a screen-sharing to help you check your account, identify the root cause of the problem, and create an investigation case of this issue. further investigate the issue.
Here's how:
- On your QBO account, click on Help (?).
- Select the Search tab, then click on Contact Us.
- Enter the concern, then select Continue.
- Click on Chat.
You'll want to personalize the data of your sales forms. Refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'm looking forward to getting this resolved. Leave a reply if you require further assistance with your invoices. The Community team always has your back. Have a good one.
