How do I add old invoices?

@AshHThis has worked as a solution. It's not perfect but it does everything I need without confusing the clients.

Hi, @wigglewaggle!

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

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

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.

Hi there, sazjeppie.

QuickBooks Self-Employed works a little different compared to other versions. The Invoicing feature for instance, is mainly used to create invoices, send them out to your clients, and collect payments. Please take note that QBSE will only count your income based on the categorized transactions in the Transactions tab.

If you're trying to record old invoice payments, please follow these steps: 

1. Go to the Transaction page.
2. On the right side above the list transactions, select Add Transaction (under Connect Account).
3. Enter the correct date and select Business Income under category.
4. Click Save.

With regards to your second question, accepting customer payments electronically is only available in the US and Canada for now. This is why you can't see a link or an option to activate the service. Since Online Payments is not available in the UK, you might want to inform your customer to arrange the payment by mail or other online services (like PayPal or Venmo)

Let me share with you this guide article for more details: Easy Invoicing In QuickBooks Self-Employed.

I'd be delighted to get back if you have follow-up questions. Have a great day!

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

Thanks for the quick reply. I must have been working faster than QB could update itself as I went back to do this, the numbers had corrected itself. So great news, no problems now. 

Cheers

That's great! Let us know if you have any further questions.

Thanks,

Talia

Hello,

Is there an update on whether this feature now exists? I am new to QB and facing the same query. How to add old invoices to the system prior to joining QB.

Many thanks,

Jodie

Hello Jodie Gallagher,

Welcome to the UK Community. Let me help provide information about importing old invoices into QuickBooks.

If you're using QuickBooks Online, you can use CSV file format to import invoices into the system. However, please note that this is only possible if you have the Plus version.

Here's how:

1. Click the Gear icon in the upper-right corner.
2. Below Tools, select Import Data.
3. Select Invoices.

To know more on what you can import and its limitations, please check this out:

Import invoices in batches.

If you're using the Self-Employed version and want to import transactions, I recommend importing them as CSV file. I'm also adding the support articles I recommend on this:

• Import transactions from earlier date ranges.
• Import transactions from other sources.

Reach out to me for any additional questions you may have, and I'll be sure to lend a hand on this.

Adding previous years invoices into quickbooks

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.

Hello trying to do the same thing on the free trial to see if I'm gonna carry on with this however I don't see an import date button 

Hello there, Zhivkozhelev.

The Import Data option should be available in the paid and free trial versions. To isolate the issue, you can perform some basic troubleshooting steps. It could be that the accumulated cache in the browser is causing this unusual behavior. You can start by accessing your QBO account using a private or incognito window. Check out the shortcut keys below:

• For Firefox or Microsoft Edge, press Ctrl + Shift + P.
• For Chrome, press Ctrl + Shift + N.
• For Safari, press Command + Shift + N.

If you're now able to see this option, go back to your regular browser and then clear its cache to delete the stored junk files. You can switch to other supported browsers to further isolate the issue.

I'm just a post away if you have any other concerns. Have a great day ahead.