Manual invoice

Hi SEAB,

Welcome to the Community. It's essential to correctly record your invoices to keep your books up to date. QuickBooks Online is a great program that gives you the ability to easily track sales and expenses. I'd be glad to point you in the right direction to enter the invoice.

I encourage you to refer to these steps to create invoices in QuickBooks Online.

1. Click on + New.
2. Select Invoice.
3. Select the customer from the dropdown.
4. From the Product/Service column, select a product or service.
5. Enter information if applicable.
6. Click on Save.

Once the invoice is created, you can receive its payment. I encourage you to review this article on how to record invoice payments in QuickBooks Online. You can also review this article to categorize and match online bank transactions in QuickBooks Online.

Let me know if you have questions, I'll be happy to help.

 

Thanks. So if I understand you correctly - I should recreate the invoice in Quickbooks and then match the payment to the newly created invoice. RE:  audit trail... I guess I make a note in the system that cross-references to my manual invoice and if possible upload a copy of the manual invoice. Does that sound correct?

Hi SEAB,

That is correct. You'd recreate the invoice in QuickBooks and then match the payment to it. You can use the description box to make a note and also add the invoice created manually outside the system under the attachment section.

@SEAB 

I would recommend to use the Sales Receipt feature to register your historical sales transactions. You will have to work twice if you choose Invoice + Receive Payments

https://quickbooks.intuit.com/learn-support/en-ca/help-article/sales-receipts/create-send-sales-rece...

You can use an importer tool if required.

https://get.transactionpro.com/qbo