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gross067-hotmail
Level 1

An invoice was inadvertently marked paid in QB self employed and I need to change it to unpaid. How do I do this?

I have a client who does not identify which invoice they are paying via separate electronic payment.  I inadvertently marked the invoice as paid, but then realized it was a different invoice that was paid and this invoice is still outstanding.  How can I change this as there doesn't seem to be an option in QB Self-Employed.
3 Comments 3
Bryan_M
QuickBooks Team

An invoice was inadvertently marked paid in QB self employed and I need to change it to unpaid. How do I do this?

Welcome to the Community space. I understand that there are times when we need to mark unpaid invoices just like in your case. Right now, allow me to clear things up.

 

The option to change the status of the paid invoice to unpaid is unavailable in QuickBooks Self-Employed. What we can do is to delete the transaction and recreate it. Here's how:

 

  1. On the left navigation, select Invoices.
  2. Below the Invoices page, look for the invoice transaction we'll delete.
  3. Under the Action column in line with the invoice transaction, click the dropdown icon. Then, pick Delete.

 

Additionally, we'll share these articles to help you manage your invoice transactions:

 

 

If you have more queries about your invoice transactions, don't hesitate to reply to this post. We'll reply to you as soon as possible. Take care.

gross067-hotmail
Level 1

An invoice was inadvertently marked paid in QB self employed and I need to change it to unpaid. How do I do this?

So essentially Quickbooks Self Employed is a slightly combined program of Excel/Word (which as a business I already have to own) and my only option is to delete and completely recreate an identical invoice instead of building slightly more functionality in your system that people have been asking for the past four years....

 

I mean I guess it answers my question as to whether I'm gonna dump this platform after the new year...

gross067-hotmail
Level 1

An invoice was inadvertently marked paid in QB self employed and I need to change it to unpaid. How do I do this?

So QB Self Employed is essentially a slightly fancier excel spreadsheet. What you're saying is that I have to delete and recreate a full invoice instead of having the basic functionality of marking it paid/unpaid and with whatever date I want (a request made by users to QB over 4 years ago). This can be done in an excel spreadsheet, which I have also been using this year to track invoices due to the limited functionality of this program. Excel costs $75 a year (with word, ppt, and other programs) whereas QB Self Employed costs $180 a year...

 

I guess this answers my question as to whether I need this program in the upcoming year...

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