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Everything you need to know about banking in QuickBooks Online - Discover more
mo-jo247-yahoo-c
Level 1

Hi, I have year old paper invoices that I need input into Quickbooks. Can I create new invoices so my paper copies match my imported bank transactions from last year?

I started a little Gardening business last year 2021 and wrote out invoices on paper book sheets or messaged clients who didn't want paper invoices after each completed piece of work.
I kept records of each payment on a spreadsheet.
I joined Quickbooks this year 2022 and as part of the uploads, its uploaded all my 2021 transactions. I now have last years transactions without invoices to match them which is making my finances untidy.
Can I create new (but old 2021) invoices without sending them to clients to match my transactions?
I hope this makes sense!
Many thanks
Solved
Best answer May 16, 2022

Accepted Solutions
Giovann_G
Moderator

Hi, I have year old paper invoices that I need input into Quickbooks. Can I create new invoices so my paper copies match my imported bank transactions from last year?

Yes, you can do that. mo-jo247-yahoo-c.

 

In QuickBooks Online, you'll have the option to create an invoice dated from the past. Then, you can match your uploaded payment transactions to the open invoices.

 

Here's how:

 

  1. Click the +New icon.
  2. Select Invoice.
  3. Locate the name of your customer or choose the Add new if it's not yet listed.
  4. Enter the original date, product/service, amount, and the rest of the necessary information.
  5. Hit Save and close or Save and new.

 

After that, you can go to the Banking page to match your uploaded transactions. Refer to this article for more details: Categorise and match online bank transactions in QuickBooks Online.

 

In addition, I've included this resource to learn about reconciliation to ensure your QuickBooks balance matches your bank or credit card balance: Reconcile an account in QuickBooks Online.

 

I'll be here if you need further help with banking. Stay safe and have a good one.

View solution in original post

1 REPLY 1
Giovann_G
Moderator

Hi, I have year old paper invoices that I need input into Quickbooks. Can I create new invoices so my paper copies match my imported bank transactions from last year?

Yes, you can do that. mo-jo247-yahoo-c.

 

In QuickBooks Online, you'll have the option to create an invoice dated from the past. Then, you can match your uploaded payment transactions to the open invoices.

 

Here's how:

 

  1. Click the +New icon.
  2. Select Invoice.
  3. Locate the name of your customer or choose the Add new if it's not yet listed.
  4. Enter the original date, product/service, amount, and the rest of the necessary information.
  5. Hit Save and close or Save and new.

 

After that, you can go to the Banking page to match your uploaded transactions. Refer to this article for more details: Categorise and match online bank transactions in QuickBooks Online.

 

In addition, I've included this resource to learn about reconciliation to ensure your QuickBooks balance matches your bank or credit card balance: Reconcile an account in QuickBooks Online.

 

I'll be here if you need further help with banking. Stay safe and have a good one.

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