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wigglewaggle
September 2, 2018
Solved

How do I add old invoices?

  • September 2, 2018
  • 15 replies
  • 46 views

I'm using QuickBooks Self-Employed and loving it so far. I started freelancing a bunch in the last month or two and have just today sent out two more invoices for completed work. However, before I discovered QB I was creating all my invoices in Google Docs. I would like to add these invoices to QB so I can keep track of them but I don't want to re-send the invoices to the clients. Is there any way for me to add an invoice without sending a new one out? I'm still waiting for payment on most of them and it would be helpful to use QB to keep track of pending payments.

    Best answer by AshH

    Hi Wigglewaggle.

     

    Thanks for getting in touch with the Community.

     

    I've just been testing this out with my Self Employed account to see if this is possible but from what i can see the only way would be to send the invoice. I suppose one option would be enter an invalid email address or your own email address for the older invoices so that the older invoices are emailed to yourself instead of your customers.

     

    I will be sure to submit this as feedback for the Self Employed product as I know this is something we are able to do with the small business products so i will see if this is something we can get added to the Self Employed product.

     

    If there is anything else I can help with, please let me know. :)

    15 replies

    AshH
    AshHAnswer
    September 3, 2018

    Hi Wigglewaggle.

     

    Thanks for getting in touch with the Community.

     

    I've just been testing this out with my Self Employed account to see if this is possible but from what i can see the only way would be to send the invoice. I suppose one option would be enter an invalid email address or your own email address for the older invoices so that the older invoices are emailed to yourself instead of your customers.

     

    I will be sure to submit this as feedback for the Self Employed product as I know this is something we are able to do with the small business products so i will see if this is something we can get added to the Self Employed product.

     

    If there is anything else I can help with, please let me know. :)

      sazjeppie
      January 4, 2019

      Hi, I also want to know a little bit more about adding old invoices, or rather changing the paid date of them. I am using the Self-Employed version and have already added 9 old invoices from Apr 18 to Jan 19, however, when I click on paid, it just says its been paid on the day I clicked paid i.e. yesterday. But this will mess up my monthly income and accounts. Is there a way I can change the paid date? Also, because i have used my email address to send the invoices to, I can see what they would see, and there's no link to payment, as it suggests on other FAQ's I've read. It just says 'Contact my company if you're not sure how to pay this invoice.'

      Please advise. Thank you.

      TaliaI
      Level 8
      May 10, 2019

      Hi,

       

      I have a follow up question in regards to adding old transactions. I'm trying to add cash recieipts  to March and April of the 2018-2019 tax year. I've changed the transaction date to before 6 April (31 March and 4 April) but QB is logging it as Income for the 2019-2020 tax year. How do I get these numbers to the right tax year?

       

      Thanks.


      Hello,

       

      We are unable to replicate this on our test account. Could you please send a screenshot of these transactions showing in your 2019-20 income, cutting out any confidential information?

       

      Thanks,

       

      Talia

      Jess W
      September 4, 2018

      Hi, @wigglewaggle!

       

      Welcome to the U.K QB Community! I hope you're having a great week so far :smileyvery-happy:

       

      I would love to know more about your freelancing work. What sector do you work in?

       

      QB Community Home          Talk About Your Business 

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      Pyrophil
      April 27, 2020

      Adding previous years invoices into quickbooks

      EmmaM
      Level 10
      April 27, 2020

      Hello 

       

      What format are the invoices in? You can in QuickBooks Online import invoices in the section import data. This is in the cog in the top right>import data>invoices. They would need to be in a CSV format, there is a sample to show what columns are mandatory.

       

      Alternatively, you can create them manually by going to the + symbol in the top left>invoice.

       

       

       

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