cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

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!

 

31 REPLIES 31
Highlighted
QuickBooks Team

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. 

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date


@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. 


 

Highlighted
Anonymous
Not applicable

Quickbooks self-employed - amending invoice paid date

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!

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date


@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!


 

 

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

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. :-/

Highlighted
Level 1

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.

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

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 Smiley Sad

Highlighted
QuickBooks Team

Quickbooks self-employed - amending invoice paid date

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

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

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?  

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

I have come to Quickbooks after the end of the financial year that i am compiling my tax accounts for. This means that i have replicated invoices for the previous year, but the payments dates are all for this financial year. This is unacceptable. I also have a quickbooks online account, but it is too complicated for the line of work i am in. Please, please, please just fix this simple issue.

Highlighted
Moderator

Quickbooks self-employed - amending invoice paid date

Thanks for joining this thread, parki99.

 

Let me provide additional information on how QuickBooks Self-Employed works. It has a simplified invoicing feature which is not directly connected on the transaction page. The ability to edit the payment date on an invoice is unavailable. It will follow the date as to when you clicked the Mark as paid button.

 

Also, the transaction page doesn't have the match transaction feature. All of these features are available in your Quickbooks Online account. 

 

If you have any other QuikBooks related concerns, you can always post them here. I'll be sure to answer them.

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

Thanks for your reply but it is failing to recognise the point we are making. We all know that the ‘ability to edit the payment date on an invoice is unavailable’. 
 
We are stating that this this is such a basic function that it should be available and you shouldn’t need to upgrade to a different package to get this feature. 
 
This lack of a functionality needs to be publicised so that more customers are not hoodwinked into subscribing to the self-employed product thinking it will meet their requirements.
Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

The absence of the ability to change the date the payment was actually received is also affecting the year end reports.  To illustrate I will use my own situation.  I am an independent contractor and receive a settlement for work every two weeks.  The last settlement received was on Dec 30, 2019 but, as a lot of us, I don't always have the ability to get onto the software daily so I wasn't able to mark the invoices as paid until after January 1, 2020 so now, even though the income was received in 2019 it is showing up as being received in 2020 which is not accurate.

 

This is such a glaring disregard for the needs of your customers.  Looks like I may have to switch back to Wave as well if this simple thing can't be fixed.

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

Yikes!!! If I'd known you can't retro-date payments I wouldn't have spent hours adding all my invoices, expenses and milage in! How has this not been resolved yet (as this thread is from September) as this is a massive problem

Highlighted
QuickBooks Team

Quickbooks self-employed - amending invoice paid date

I know how convenient it is to change the invoice paid date, Joss Camilla.

 

I saw a request that was already submitted to our software engineers. I will submit another feedback. This way, it'll be prioritised.

 

Feel free to reach out to us if you have other concerns. We're open 24/7.

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

Prioritised and fixed by the 31st January so I won't get fined for a late submission? If not I will take my business elsewhere. It's not clear when you sign up this massive flaw in this software, it's not acceptable.

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

I absolutely agree with this.  Please fix this feature so you are able to edit the payment received date.  I mistakenly didn't mark an invoice paid until 2020, that was actually paid in 2019.  This throws off my income and receivables for 2019.  Please get this fixed ASAP.   Come on!!

 

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

Just to clarify if you don't mark the invoice as paid on the date it was received you can't adjust it to the correct date? So you can't accurately record when an invoice is paid unless you do it on the day it's paid into your account? Is it not possible to link invoices to transactions either then?

Highlighted
QuickBooks Team

Quickbooks self-employed - amending invoice paid date

Yes, that's correct @gemmatyler.

 

The system will record the date base on the date you mark your invoice as paid. On the other hand, QuickBooks will identify your invoice as income once you categorize them as a business. 

 

Lastly, linking invoices to transactions isn't possible. You'll have to create each of them manually.

 

I'm attaching this handy article for more information about invoices in QuickBooks Self-employed.

Feel free to also visit our QuickBooks blog for product updates.

 

Please know that we're always here if you have other questions. Don't hesitate to reach out. Thanks for coming in and be safe.

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

This thread started from early 2019, I am still encountering the same problem a year later now in May 2020.

 

What are you guys trying to fix for the users? This is a vital feature as I am doing my tax filing but the receipt date is in 2020 which is not acceptable.

 

Aren't you an accounting software?!

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

Few, if any, small business owners can find the time to go into the system and mark an invoice paid on the exact day of receipt. Please add this functionality so invoices reflect accurate payment dates, not the day the account user clicks the "paid" button.

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

It would be great if you can change the date on paid invoice so it matches when it was actually paid.

Highlighted
QuickBooks Team

Quickbooks self-employed - amending invoice paid date

Hello Purkleturkle, 

 

Welcome to the Community page,

 

Currently, there is not function to be able to do this in Quickbooks Self-Employed we have taken this feedback on board and will pass it on to our developers. 

Highlighted
Level 1

Quickbooks self-employed - amending invoice paid date

I have since sacked off Quickbooks as they have been saying that this has been "passed onto developers" on this question and answer section for over 12 months. I work with developers, it's a five minute code change. I now use Kashflow, it's simple and easy to use, and the best thing as you can amend the invoice paid date to the actual date it was paid.