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mparrish-designe
Level 1

How can I backdate the payment of an invoice? I have several invoices that were created after work & payment for that work. how can I date the payments accurately

 
3 Comments 3
DivinaMercy_N
Moderator

How can I backdate the payment of an invoice? I have several invoices that were created after work & payment for that work. how can I date the payments accurately

Thanks for posting here, @mparrish-designe.

 

Currently, the option to change the invoice payment date is unavailable. This will always follow the date as to when you clicked the Mark as paid button. 

 

Meanwhile, you can manually record the payment in the Transactions tab with the correct date to match the actual date you receive the payment. Here's how:

  1. Click the Transactions tab.
  2. Select Add transaction.
  3. Input the paid date, description, amount, and choose a category.
  4. Once done, click Save.

 

For more info about the process, please see this article: Manually add transactions in QuickBooks Self-Employed.

 

Also, to make sure that your transactions are under the correct account, you can easily categorize them in QuickBooks. For the detailed steps, please visit this page: Categorize transactions in QuickBooks Self-Employed. 

 

Feel free to post here again if you have further concerns in managing your invoice payments in QuickBooks. I'm always around to help. Have a good one. 

OhSoPrettyAndClever
Level 1

How can I backdate the payment of an invoice? I have several invoices that were created after work & payment for that work. how can I date the payments accurately

Hi there,

Following on from below, I have created an invoice for commissions received as an affiliate and have back-dated the invoice to match the payment date.  However, if I create a transaction to show the payment being made on the correct date, how do I mark the invoice payment?  As in, if I mark it as payment made, it will show today's date (in a separate tax year), and also, doesn't this mean that I'm showing two sets of payments received - one from the added transaction, and one from the invoice payment made? All i want to do is change the payment made date on the invoice to show when I physically received the payment, is this not possible?

Sorry, I'm new to all this and am only just understanding how Quickbooks works. TIA

MJoy_D
Moderator

How can I backdate the payment of an invoice? I have several invoices that were created after work & payment for that work. how can I date the payments accurately

Hello, @OhSoPrettyAndClever.

 

I can share some information in recording your invoice payments accordingly.

 

After adding those invoices in QuickBooks Self-Employed (QBSE), you can click on the Mark as paid button under the Action column on your Invoices page. It’ll show the date when you’ve marked it as one. Please take note that this will not count as an Income

 

To classify that invoice payment as your Income, you’ll need to add it to your Transactions page. This process will not show two sets of payments received. 

 

Here's how:

 

  1. Go to the Transactions menu and click on the Add transaction button.
  2. Provide all the necessary information like the date, transaction description, amount, type, category, notes, and receipt.
  3. Click on Save.

 

Or categorize it as Business Income right away if the bank is connected to your QBSE account from your Transactions page. 

 

The following article will show you how to add and categorize your transactions as well as Schedule C and expense categories available in QBSE:

 

If you also need to add your older transactions, refer to the following article on how to get transactions from your bank and import it successfully to your account: Add older transactions to QuickBooks Self-Employed

 

Please let me know if you have any other questions about recording your invoice transactions. Just let me know in the Reply section below. Keep safe and enjoy the rest of the day!

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