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Level 1

Change payment made date

I am trying to enter some older invoices into my accounts (to complete the year) but when I try to mark as paid it will only enter todays date. I need to change this to when it was actually paid Can this be done?

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Moderator

Change payment made date

Hello Ripon1,

 

I want to know more about your invoice concerns so I can further help you.

 

Did you encounter any errors when saving the invoice payments? What steps did you take so far?

 

Any information and screenshots you can provide would be much appreciated. Thanks in advance.

Highlighted
Level 1

Change payment made date

I want to change the status date (as attached) from today, and enter a date when it was paid last year.

Highlighted
Moderator

Change payment made date

Thanks for the quick response, ripon1.

 

When paying invoices in QuickBooks Self-Employed, it always defaults to the day you record the payments. Thus, it is working as designed.

 

This is a good opportunity to make the product better and suit your company needs. I'd be glad to share this idea to our Product Development Team. They'll put this in to consideration for future updates of the product.

 

Let me know if you need anything else. I'll be around.

Highlighted
Level 1

Change payment made date

is this available on your other versions and can I upgrade if so?

Highlighted
Moderator

Change payment made date

Hello again, ripon1.

 

Yes, you can enter the exact payment date of the invoice in other the QuickBooks Online versions (Simple Start, Essentials, and Plus). You can check this link to see what version suits your company needs: https://quickbooks.intuit.com/pricing/.

 

We're unable to upgrade your QuickBooks Self-Employed account to other QuickBooks Online versions. You'll want to cancel your current subscription (QBSE) and subscribe to a new one (QBO). You can use the same credentials when subscribing to a new product.

 

Your data in QBSE won't be transferred directly to QBO. You'll want to reenter then to your new account manually.

 

Let me know if you have further questions.

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