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usermichaelrj92
Level 1

Can I input onto quick books, previous paid invoices made with a previous app so that my yearly reports are accurate?

 
Solved
Best answer December 29, 2020

Accepted Solutions
GeorgiaC
QuickBooks Team

Can I input onto quick books, previous paid invoices made with a previous app so that my yearly reports are accurate?

Hi usermichaelrj92, 

 

Thanks for joining us here on the Community. 

 

You can backdate invoices as far as needed when entering these manually or use the inbuilt import tool (Cogwheel > Import data) to transfer multiple invoices in one go

 

If you've already submitted the VAT on these invoices prior to joining QuickBooks you can enter the VAT as no VAT, or select the appropriate VAT code and then mark the period as filed on the Taxes screen if you've not yet made a VAT filing on QuickBooks.  

 

Please get back to us below if you have any questions on this! 

View solution in original post

2 REPLIES 2
GeorgiaC
QuickBooks Team

Can I input onto quick books, previous paid invoices made with a previous app so that my yearly reports are accurate?

Hi usermichaelrj92, 

 

Thanks for joining us here on the Community. 

 

You can backdate invoices as far as needed when entering these manually or use the inbuilt import tool (Cogwheel > Import data) to transfer multiple invoices in one go

 

If you've already submitted the VAT on these invoices prior to joining QuickBooks you can enter the VAT as no VAT, or select the appropriate VAT code and then mark the period as filed on the Taxes screen if you've not yet made a VAT filing on QuickBooks.  

 

Please get back to us below if you have any questions on this! 

Fiat Lux - ASIA
Level 15

Can I input onto quick books, previous paid invoices made with a previous app so that my yearly reports are accurate?

@usermichaelrj92 

As another option, utilize an importer tool to import Invoice data and Receive Payments data to record historical transactions.

https://transactionpro.grsm.io/qbo

 

Prepare the data with the following templates

 

Invoices

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0,02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0,02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0,02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX

 

Receive Payments

RefNumberTxnDatePaymentRefNumberCustomerPaymentMethodDepositToAccountInvoiceApplyToLineAmountPrivateNoteCurrencyExchangeRate
128/11/202050245Janice JohnsonCheckChecking101100,00   
228/11/20204908Leonard Walker IncCheckChecking102138,78   
328/11/20204908Lisa SmithCheckChecking103126,50   

 

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