Finance Charges

Welcome to the QuickBooks Community, Compy.  I will be delighted to help you. You can pull up the Finance Charge Report and customize the report to the dates you need. Here's how:

1. Go to the Reports menu, then choose Report Center.
2. Enter "finance charge" in the search field.
   
3. Select Run to open the report.
   
4. Once you open the report, use the Dates drop-down menu to change the date to "This Month" and click Refresh. You could even export it to Excel if needed.

   

   You can refer to this article if need additional information about assessing finance charge. Please keep me notified if you have more questions. I'll be around to help. I hope you have a lovely day.

I think you misunderstood my question.  I am not concerned with the reports of the finance charge.  Because of an agreement with my customer, I want to prevent the finance charge on the previous months and only post a finance charge on the current month even though the invoice is dated back 6 months ago.  Thanks for your help.

Hi there, @Compy.

Thank you for following up with us here on the Community page. I can share with you some steps on how you can record your invoices and charges.

At this time, you can exclude the old charges from your record. If they were added into QuickBooks, locate each finance charge, then delete them. 

Here's how to delete the old charges:

1. Locate the transaction (depending on how it was recorded).
2. Tap on the Delete tab.
3. Hit Yes to confirm the action.
4. Replicate the steps for the rest of the charges.

If you're still in the process of recording them, simply enter your invoices with the current month's charges. For more tips about recording invoices in QuickBooks Desktop, I recommend opening this articles:

• Create an invoice in QuickBooks Desktop
• Recording QuickBooks Payments bank deposits FAQs

To learn more about the different ways of tracking customer transactions in QuickBooks Desktop, you can also check out the details from this link: Get started with customer transaction workflows in QuickBooks Desktop.

If you need additional help with recording your invoices, please let me know by adding a comment below. I'm always here to help. Have a good one!