forgot to process a payment when it came in. so i want to change the date of payment. How do I do that?

Hi there @jffison. Thank you for reaching out about updating a payment date in QuickBooks Self-Employed (QBSE). I understand how important it is to amend the date to reflect when the payment was actually made. Let me provide you with the information you need.

Before that, may I know which payment and transaction you forgot to process? Any information provided and screenshots will help us offer a more tailored solution.

If the payment you're referring to is from a bank transaction that was automatically imported into QBSE, please note that the transaction date in QuickBooks will match the date listed on your bank statement. You are unable to directly edit the date on such imported transactions. However, there's a workaround to address this situation.

Here's how to exclude the original transaction:

1. Go to the Transactions tab in QuickBooks Self-Employed.
2. Find the imported transaction you want to adjust.
3. Select the transaction and mark it as Excluded, then click Apply.

The next step is to manually add the payment transaction with the correct date. You can go to the Transactions tab and choose Add Transaction to enter the payment details manually.

Alternatively, if the payment is part of a bank file, edit the transaction date using the CSV file before reimporting the file into QuickBooks.

Addressing the issue promptly can prevent it from becoming more complex or causing additional problems in the future, @jffison. Let me know if there's anything else I can assist you with by clicking the Reply button below. Have a great day ahead!

Hello, @jffison. I’m following up to see if the solution we provided worked for you. Did it resolve the issue, or are you still experiencing difficulties? We're happy to assist further if you need any more help.