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lorena-violetage
Level 1

Can I add old invoices that I have already been issued/paid by my clients from before I had Quickbooks so that my books show the entire year?

Prior to signing up for Quickbooks, I was emailing my customers PDF invoices that I created myself from January to July of 2022. How do I log these (already paid) invoices into my new Quickbooks Online account so that my years totals are accurate?
3 Comments 3
Fiat Lux - ASIA
Level 15

Can I add old invoices that I have already been issued/paid by my clients from before I had Quickbooks so that my books show the entire year?

You may consider 2 options :

1. Record them as Invoices and Receive Payments

2. Record them as Sales Receipts

 

You will need an importer tool to speed up your work.

https://transactionpro.grsm.io/qbo

 

Jen_D
Moderator

Can I add old invoices that I have already been issued/paid by my clients from before I had Quickbooks so that my books show the entire year?

Joining the thread to share some more information about adding old paid invoices, @lorena-violetage.

 

Fiat Lux - ASIA's answer is correct. You can use both methods of adding invoices or recording them as sales receipts. Please be reminded that these are posting transactions an will affect your register balances.

 

For more information about these entries, I've added these links for you:

 

 

To add the transactions, go to the + New icon in QuickBooks and choose the transactions you want to record.

 

Please come back here if you require further guidance with recording sales transactions in QuickBooks. I'll be right here to help.

lorena-violetage
Level 1

Can I add old invoices that I have already been issued/paid by my clients from before I had Quickbooks so that my books show the entire year?

Thank you so much for the reply! I've added the invoice in as a 'sales receipt' however I am stuck on the section that asks "Deposit to:" - If this previous invoice was already paid months ago by ACH into my bank account, would I still select "Cash"?

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