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Quickbooks self-employed - amending invoice paid date

When using Quickbooks self-employed, if I mark an invoice as paid on a different day to the actual bank transaction payment date, there is no way (I can find) to amend the the invoice paid date to match the bank payment date.

 

As this is such a basic functional requirement, I’m sure I must be missing something obvious.

 

Any help gratefully received!

 

9 REPLIES 9
QuickBooks Team

Re: Quickbooks self-employed - amending invoice paid date

Hi there, Herbie30.

 

For now, the invoicing part of QuickBooks Self-Employed (QBSE) is mainly used for creating invoices, sending them out to customers, and collecting payments. The program will also use the date that it was marked Paid as the payment date. 

 

Changing the payment date to match it the bank payment is currently unavailable. I'll share your feedback as a feature request to our product engineers. Updates and product enhancements are often based from the suggestions we received from customers like you.

 

You can also check out this article about the invoicing feature in QuickBooks Self-Employed: Easy Invoicing In QuickBooks Self-Employed.

 

We're always here to help if you have other questions. 

Not applicable

Re: Quickbooks self-employed - amending invoice paid date. This is such a vital thing to be able to do - I can't believe you can't change the day on which an invoice is paid. How can you possibly correspond the payment to your bank statement? Please tell me you are changing this. Without it I cannot use this application and will be cancelling my subscription and going back to the free one I was using before I signed up for Quickbooks.


@JenoP wrote:

Hi there, Herbie30.

 

For now, the invoicing part of QuickBooks Self-Employed (QBSE) is mainly used for creating invoices, sending them out to customers, and collecting payments. The program will also use the date that it was marked Paid as the payment date. 

 

Changing the payment date to match it the bank payment is currently unavailable. I'll share your feedback as a feature request to our product engineers. Updates and product enhancements are often based from the suggestions we received from customers like you.

 

You can also check out this article about the invoicing feature in QuickBooks Self-Employed: Easy Invoicing In QuickBooks Self-Employed.

 

We're always here to help if you have other questions. 


 

Anonymous
Not applicable

Re: Quickbooks self-employed - amending invoice paid date. This is such a vital thing to be able ...

Thanks for sharing your insights about the invoice dates in QuickBooks Self Employed (QBSE), @alisongwells,

 

 I can definitely see how this can be frustrating for you. Not having the option to edit the payment date of your transactions to match it with the bank statement can be a real pain when you have more important things to be doing.

 

I'm taking note of this request and rest assured making it my top priority that your suggestion reaches our developers. We take this as an opportunity for us to improve our product making it efficient and productive to use.

 

While this isn't a feature in QBSE, you have the option to upgrade your product by switching to QuickBooks Online. I'm including a link for you to compare our products and feature suitable for your business type: Compare QuickBooks Plans

 

Please feel free to reach out to the Community if you have any questions about QuickBooks. I'm here to help whenever you need a hand. Have a nice day!

Not applicable

Re: Quickbooks self-employed - amending invoice paid date. It's crazy that this is not an option, as self employed it's very difficult to do bookwork every day & we tend to catch up one day a week or month, not having the option to enter the correct payment date is not only a nuisance but using cash account actually makes the accounts software incorrect.


@Anonymous wrote:

Thanks for sharing your insights about the invoice dates in QuickBooks Self Employed (QBSE), @alisongwells,

 

 I can definitely see how this can be frustrating for you. Not having the option to edit the payment date of your transactions to match it with the bank statement can be a real pain when you have more important things to be doing.

 

I'm taking note of this request and rest assured making it my top priority that your suggestion reaches our developers. We take this as an opportunity for us to improve our product making it efficient and productive to use.

 

While this isn't a feature in QBSE, you have the option to upgrade your product by switching to QuickBooks Online. I'm including a link for you to compare our products and feature suitable for your business type: Compare QuickBooks Plans

 

Please feel free to reach out to the Community if you have any questions about QuickBooks. I'm here to help whenever you need a hand. Have a nice day!



@Anonymous wrote:

Thanks for sharing your insights about the invoice dates in QuickBooks Self Employed (QBSE), @alisongwells,

 

 I can definitely see how this can be frustrating for you. Not having the option to edit the payment date of your transactions to match it with the bank statement can be a real pain when you have more important things to be doing.

 

I'm taking note of this request and rest assured making it my top priority that your suggestion reaches our developers. We take this as an opportunity for us to improve our product making it efficient and productive to use.

 

While this isn't a feature in QBSE, you have the option to upgrade your product by switching to QuickBooks Online. I'm including a link for you to compare our products and feature suitable for your business type: Compare QuickBooks Plans

 

Please feel free to reach out to the Community if you have any questions about QuickBooks. I'm here to help whenever you need a hand. Have a nice day!


 

 

Not applicable

Re: Quickbooks self-employed - amending invoice paid date. It's crazy that this is not an option, as self employed it's very difficult to do bookwork every day & we tend to catch up one day a week or month, not having the option to enter the correct payment date is not only a nuisance but using cash account actually makes the accounts software incorrect.

I agree - this is something that massively frustrates me in Quickbooks Self-Employed too. I don't go into Quickbooks everyday and won't start doing it just to tick off a payment on the day it hit the bank and sometimes you don't know it's been paid until you've seen your statement/got a text from the bank informing you. It's a very basic option that should be there. Your forcing us out of Quickbooks and onto another program (Word/Pages) to create invoices. :-/

Not applicable

Re: Quickbooks self-employed - amending invoice paid date

There is a free accounting software called "wave" and I can do everything I can do on there on quickbooks, INCLUDING CHANGING THE INVOICE DATE! If you do no make this possible this month, I'll be leaving quickbooks and going back to wave. Sort it out! It's vital for me to be able to do this.

Not applicable

Re: Quickbooks self-employed - amending invoice paid date. This is such a vital thing to be able to do - I can't believe you can't change the day on which an invoice is paid. How can you possibly correspond the payment to your bank statement? Please tell me you are changing this. Without it I cannot use this application and will be cancelling my subscription and going back to the free one I was using before I signed up for Quickbooks.

I entirely agree that being unable to alter the date an invoice has been paid is an essential feature.  you click on paid and it puts the current date in without the option to put the date it was actually paid.  I have a client who insists on the invoices already created being changed to show the date actually paid.  It is not possible to do this.  Unfortunately, it looks as if I will have to change to different software in order to do this as it obviously hasn't been resolved by Quickbooks.  Such a basic function.  Used to use Xero which didn't have this problem :(

QuickBooks Team

Re: Quickbooks self-employed - amending invoice paid date. This is such a vital thing to be able ...

Hello Beverley

 

 

We appreciate your comment on this thread. When you mark the invoice as paid t will assume it was paid the date you mark it.You can send a receipt which will show the customer it has been paid and you can in the email message confirm the date paid as an option. I understand this is not ideal in the situation with your client.Feedback has been passed to our product developers currently there are no changes planned to the invoicing in the Self Employed package.

 

Emma

Not applicable

Re: Quickbooks self-employed - amending invoice paid date. This is such a vital thing to be able ...

Wow.  That’s a real problem.  Your self-employed product isn’t even GAAP compliant, then.  The IRS certainly won’t accept that explanation.   What’s the use of it?