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Level 2

Invoice Date

I forgot to enter an invoice from last year. The payments were in 2019(and are entered as such)  and the service was in 2019 but  quickbooks for Mac won't let me set the date in 2019 when entering the invoice.   Because the invoice date is today's date, the income is showing as 2020 instead of 2019

Solved
Best answer 01-23-2020

Best Answers
Highlighted
QuickBooks Team

Invoice Date

Hi JulieHixson,

 

I appreciate your time and effort in performing the troubleshooting steps.

 

When using QuickBooks Desktop for Mac, you'll have the option to change the date located on the right side of your invoice. Since the Verify and Rebuild tool didn't resolve the issue, I suggest contacting our phone support so they can investigate if other users are experiencing the same issue. They also have the tools to pull up your account securely. 

 

Here's how to reach them:

  1. Open your QuickBooks Company file.
  2. Click Help on the upper menu. 
  3. Select QuickBooks Desktop Help (F1).
  4. Select Contact Us.
  5. Type your concern.
  6. Click Continue.
  7. Select the best option on how to contact our support team.

If in case you'll want to customize templates in QuickBooks, please check this article for more information: Use And Customize Form Templates.

 

You can always get back to this thread if you have any other concerns. I'll always be right here to help anytime. 

View solution in original post

5 Comments
Highlighted
Moderator

Invoice Date

Hi, JulieHixson.

 

If you close your books through the QuickBooks, this process protects the transactions from being edited or deleted. A user must know the closing date password and have the appropriate permissions to modify or delete a transaction in a closed period.

 

See this article for more details: Set or change a closing date and closing date password.

 

However, if you haven't closed your books yet, verifying and rebuilding your data is a good start when it comes to fixing data-related issues in QuickBooks Desktop.

 

To Verify Data:

 

  1. Choose Window at the top, then Close All.
  2. Choose File.
  3. Click on Utilities.
  4. Click Verify Data.

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To Rebuild Data:

 

  1. Choose File.
  2. Click on Utilities.
  3. Rebuild Data.
  4. You will receive a warning message to backup your company file, press OK.
  5. Click OK when you get the message "Rebuild has completed".

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Let me know how it goes by leaving a reply below. I want to make sure your transactions are accurate. Have a good one!

Highlighted
Level 2

Invoice Date

Thank you for your help.  Nothing was closed out.  I did the verify and the rebuild but that still doesn't help me to change the invoice date on this one invoice.   The income is still showing up in 2020. There are no passwords set anywhere.  There is no way to change the invoice date (see attached).  My previous version of Mac Quickbooks allowed you to change or input the invoice date.  What am I missing?

Highlighted
Level 2

Invoice Date

Not sure my previous reply posted.  First, thank you for helping.  I ran the verify and the rebuild, but that didn't fix anything.  I haven't closed it out and there are no passwords on the closing etc.  I am the only one that uses the software.  The invoice is still showing up as income for 2020 and there is no way for me to change the date.  When I begin an invoice, there is no place to put the date.  When I pull up an invoice that I have already entered, there is no place to change the date.  I would swear that I could set the date in the previous version of Mac Quickbooks.  I'm including a screenshot of the invoice screen.

Highlighted
QuickBooks Team

Invoice Date

Hi JulieHixson,

 

I appreciate your time and effort in performing the troubleshooting steps.

 

When using QuickBooks Desktop for Mac, you'll have the option to change the date located on the right side of your invoice. Since the Verify and Rebuild tool didn't resolve the issue, I suggest contacting our phone support so they can investigate if other users are experiencing the same issue. They also have the tools to pull up your account securely. 

 

Here's how to reach them:

  1. Open your QuickBooks Company file.
  2. Click Help on the upper menu. 
  3. Select QuickBooks Desktop Help (F1).
  4. Select Contact Us.
  5. Type your concern.
  6. Click Continue.
  7. Select the best option on how to contact our support team.

If in case you'll want to customize templates in QuickBooks, please check this article for more information: Use And Customize Form Templates.

 

You can always get back to this thread if you have any other concerns. I'll always be right here to help anytime. 

View solution in original post

Highlighted
Level 2

Invoice Date

Thank you so much!  In case anyone else has issues, after calling support we discovered that some of the 'checkmarks' in the invoice template  (in 'Invoice Fields') did not import to version 2020 from my previous version.  This was so simple but it never occurred to me to check whether I had the date ticked to show up on my screen in the 'create invoice' field since it was checked in the previous version.  

 

Thank you again!

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