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Can i enter prior expenses, invoices and payments for customers? I just got QB and i want to enter already paid invoices and clients and expenses. Thanks...

 
3 Comments
QuickBooks Team

Re: Can i enter prior expenses, invoices and payments for customers? I just got QB and i want to ...

Hello Rob, 

 

Absolutely! It's essential that you keep track of all expenses, invoices, and payments in your QuickBooks Online account, even if they happened prior to subscribing. 

 

All you have to do is adjust the date of the transaction at the top of the screen when you create it. Each transaction type will ask you to specify the date the transaction occurred, which is a field that can be edited as you see fit. 

 

As a new QuickBooks Online user, I highly recommend checking out the video tutorials on our website here: https://quickbooks.intuit.com/ca/tutorials/. You'll be able to find helpful tips, tricks, and instructions on how to create expenses, invoices, and how to receive payments in your account.

 

I'd be happy to answer any other questions you may have as you begin your journey with QuickBooks. Just give me a shout in the comments below if you need help. 

 

Have a great day!

Active Member

Re: Can i enter prior expenses, invoices and payments for customers? I just got QB and i want to ...

Ok , great Thanks a lot for the very prompt reply!

Have a great rest of the day!

QuickBooks Team

Re: Can i enter prior expenses, invoices and payments for customers? I just got QB and i want to ...

You're very welcome. Cheers!