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Level 2

Adding invoice manually

So i am new. Wanting to go back over this years invoices thats been paid and add to this. How do i manually add monies recieved?

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Best answer November 28, 2018

Accepted Solutions
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QuickBooks Team

Adding invoice manually

Hi Photographyshaw,

 

Use the "Transactions" section of your QBSE Acc and manually add the transactions in using "Add Transaction" button, you don't need to add the invoice itself; just the receiving of the payment for that invoice.

For example:
So invoice sent on 20/11/2018 - Paid on the 25/11/2018 - You'd record "Business Income (or account/category of your choice)" and the date as the 25th/11/2018; this should record this income as part of your Sa103 report and be counted,

 

Give it a try and see if it works for you,

View solution in original post

5 REPLIES 5
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QuickBooks Team

Adding invoice manually


Welcome to QuickBooks Online Community for our UK Customers;

 

Which product are you using, is it the Self Employed or Essentials/Plus (small business) package?

Thanks,

Highlighted
Level 2

Adding invoice manually

Hi. Its self employed..

 

tar

Highlighted
QuickBooks Team

Adding invoice manually

Hi Photographyshaw,

 

Use the "Transactions" section of your QBSE Acc and manually add the transactions in using "Add Transaction" button, you don't need to add the invoice itself; just the receiving of the payment for that invoice.

For example:
So invoice sent on 20/11/2018 - Paid on the 25/11/2018 - You'd record "Business Income (or account/category of your choice)" and the date as the 25th/11/2018; this should record this income as part of your Sa103 report and be counted,

 

Give it a try and see if it works for you,

View solution in original post

Highlighted
Level 2

Adding invoice manually

That's brill. 

 

Can i ask you another question on a different subject? Just trying to find the easy way to be updated on everything. 

 

Trying to catch up with my mileage costs as I've been traveling the country a lot over the last 3 months. Instead of adding 25 individual milages a month, could i just calculate the monthly mileage amount and add that as one. Obviously, it's not accurate per se but is accurate in how much I've driven?

Highlighted
QuickBooks Team

Adding invoice manually

Hey,

 

You can ask me as many questions as you want - but do expect me to push back on an accountant or on HMRC for some questions.... Like the one you just asked.

 

You should speak to an accountant, or seek guidance from HMRC as to the legality/compliant view of this. I'll always encourage you to make sure you do your books like-for-like as to what happened in real life, your account is just the paper version of your financial life - so you record one trip per trip you've made. It'll be difficult when playing catch up, so for any workarounds; get permission off HMRC or an accountant before attempting to do so.

 

Functionally, you get the same outcome; but you haven't done One journey in reality, you've done 25.

 

Thanks,