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adding a bill for a past transaction

I am now in the process of setting up my QB and a customer is asking for a copy of their bill for a past transaction. How can i generate this bill without it affecting the present account and inventories??
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Best answer 07-04-2019

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QuickBooks Team

Re: adding a bill for a past transaction

Thanks for choosing QuickBooks, haydenbishop.

 

You've mentioned you're still in the process of setting up your QuickBooks account. If you used different accounting software before, and still have access to it, I'd suggest getting a copy of the transaction from there.

 

Invoices are posting transactions. It'll always affect your inventories and accounts every time you create an invoice. The only option that I can suggest so it will not affect your register is to create an estimate. An Estimate is a non-posting transaction. It won't affect any account nor your inventories. We can create a customized template to replace the word Estimate to Invoice.

 

If you're using QuickBooks Online:

  1. Create an estimate. Click the Customize at the bottom part of the page.
  2. Select Edit current.
  3. Make any necessary changes.
  4. Go to the Content tab and click the Header section.
  5. Under the Form section, change the name from Estimate to Invoice.
  6. Select Done.

If you're using QuickBooks Desktop, refer to these articles: 

I'm always here if you need anything else about sales transactions.

1 Comment
QuickBooks Team

Re: adding a bill for a past transaction

Thanks for choosing QuickBooks, haydenbishop.

 

You've mentioned you're still in the process of setting up your QuickBooks account. If you used different accounting software before, and still have access to it, I'd suggest getting a copy of the transaction from there.

 

Invoices are posting transactions. It'll always affect your inventories and accounts every time you create an invoice. The only option that I can suggest so it will not affect your register is to create an estimate. An Estimate is a non-posting transaction. It won't affect any account nor your inventories. We can create a customized template to replace the word Estimate to Invoice.

 

If you're using QuickBooks Online:

  1. Create an estimate. Click the Customize at the bottom part of the page.
  2. Select Edit current.
  3. Make any necessary changes.
  4. Go to the Content tab and click the Header section.
  5. Under the Form section, change the name from Estimate to Invoice.
  6. Select Done.

If you're using QuickBooks Desktop, refer to these articles: 

I'm always here if you need anything else about sales transactions.

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