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Everything you need to know about banking in QuickBooks Online - Discover more
andreamarieclayt
Level 1

I have just started with quickbooks and need to put in entries from Jan it seems to only let me select todays date?

 
4 REPLIES 4
GeorgiaC
QuickBooks Team

I have just started with quickbooks and need to put in entries from Jan it seems to only let me select todays date?

Thanks for dropping by on the Community, andreamarieclayt

 

There's no limit to how far you can backdate your books, when entering a new transaction simply click on the calendar icon in the date field to change this or manually type in the desired date. :woman_technologist:

 

 

 

andreamarieclayt
Level 1

I have just started with quickbooks and need to put in entries from Jan it seems to only let me select todays date?

Is there a webinar I can watch, i have so many questions to ask!

Wages where do I put them?

Invoices I have paid already where do they go? I don't send invoices but get invoices/receipts for purchases/maintenance

I finding it a bit complicated but I'm sure it must be easier 

Does it pick up the sales in from my bank account and payments made or do I do them individually

GeorgiaC
QuickBooks Team

I have just started with quickbooks and need to put in entries from Jan it seems to only let me select todays date?

Thanks for getting back to me andreamarieclayt

 

We've got a host of upcoming and on-demand webinars that you can access here as well as a YouTube channel with video tutorials.

 

If you've already been paid for the invoice, you can instead manually record the sale using a sales receipt, or add the payment directly from your bank account.

 

Connected bank feeds download all of your bank transactions as they appear in your online bank, you can see which banks are currently supported and also the benefits of this.

 

We've also got a test drive account that you may find beneficial to play around with while getting to grips with the software. :)

Fiat Lux - ASIA
Level 15

I have just started with quickbooks and need to put in entries from Jan it seems to only let me select todays date?

@andreamarieclayt 

As another option, you can prepare data by transaction type and utilize an importer tool. e.g Sales Receips data for your income, Bills and Bill Payments data for your expense.

https://transactionpro.grsm.io/qbo

 

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