I have a new QB desktop version and need to Re-build a customer estimate/invoices in which part was paid last year in a different QB Program and the rest of the invoicing will be done this year. What's the best way to record these prior payments?
Hello there, Jena. I'm here to help you record prior payments in your QuickBooks Desktop (QBDT).
When tracking these prior payments, I have two scenarios in mind. I'll be sharing them below.
First, if you want to record the invoices in QBDT, we can record them and manually receive the payments.
Here's how:
Once done, you can manually receive the payment. In case you want to record the payments alone, we can use the Bank Deposit feature.
Here's how:
You can check this reference to learn more ways on how you can track customer transactions in QuickBooks Desktop: Get started with customer transaction workflows.
Please feel free to reach out if you have any other questions about recording prior payments in QuickBooks Desktop. I'll be glad to assist you. Have a good one.
You can use Invoice + Receive Payments to register your "real" historical data or just using Sales Receipt if you only focus to record the payment. You can use an importer tool to speed up the process. It's a $199 one time license and you can get $100 cashback to purchase it from a partner.
https://get.transactionpro.com/qbd
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