Hi there, @Peter Vaughn.
I'm here to help with inputting your old invoices into QuickBooks Online.
Some banks will automatically import your transactions within 90 days or beyond. If there are invoices that were not included and that are part of your bank statement, you can either manually enter the invoices or enter them one at a time.
Let's make sure that we enter the correct dates when recording old invoices. From the + New button, click on the Invoice.
You can check out this link to learn more about recording invoice payment: Recording invoice payments in QuickBooks Online
Furthermore, if these invoices are not part of your bank statement, you can create a journal entry affecting the account receivables. Here's how:
- Select + New.
- Choose Journal entry.
- On the first line, select an account from the Account field. Depending on if you need to debit or credit the account, enter the amount in the correct column.
- On the next line, select the other account you're moving money to or from. Depending on if you entered a debit or credit on the first line, enter the same amount in the opposite column.
- Check the amounts - you should have the same amount in the Credit column on one line and the Debit column on the other. This means the accounts are in balance.
- Enter information in the memo section so you know why you made the journal entry.
- Tap Save and new or Save and close.
Since invoices can impact multiple areas, such as reporting and sales tax, you may wish to consult with your accountant to ensure the best path for your business.
I'm including some links that I believe may be helpful for you:
Don't hesitate to let me know if you have any concerns about adding the invoice. I am cheering for your continued success.
