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Level 1

Restoring an older backup file and invoice question

My accountant sent my company the 2019 company backup copy file with changes she made (this is not an accountant changes copy but only a backup copy). In that backup copy, we still hadn't submitted the months of January through April info. We did however continued inputting company data on the company file on our Quickbooks desktop pro. We added payrolls and did invoices. Now, we want to restore the backup copy our accountant sent us but we are not sure if we can add invoices that we had already created on the current company file onto the backup file. Let me explain it a bit more. The invoices have specific dates of when it was created and it is those dates we want to preserve when we add them onto the backup copy. The backup copy will replace the current company file because the changes made by the accountant are numerous and too time-consuming to add manually to the current company file.  Is it possible to have control over the dates that appear on the invoices in QB?

2 Comments
QuickBooks Team

Restoring an older backup file and invoice question

Let's make sure you'll be able to restore your backup file, @vanessaperez0818.

 

If you save your backup on a computer, on a removable storage device, or a network drive, you'll have to restore a local backup.

 

Here's how:

  1. In your QuickBooks, go to the File menu.
  2. Select Open or Restore Company.
  3. Choose Restore a backup copy then click Next.
  4. Select Local backup then hit Next.
  5. Locate the file that you want to restore then click Open.

Once done, you can manually input the invoices from your current company file to the backup copy. Make sure to make a copy of your latest file

 

You can also check for an application that you can integrate with QuickBooks to enter your transaction to your back up copy. 

 

Also, you can refer to this article how to customize and manage invoice payment reminders for future reference.

 

Please fill me in if you need guidance with managing your data in QuickBooks. I'd be glad to assist you. Have a great day!

Level 15

Restoring an older backup file and invoice question

@vanessaperez0818 

Utilize the trial period of these 3rd party tool to migrate your transactions data data between QBW files. You may edit the data prior to import it.

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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