Level 7

Question

How do I add invoices issued manually before starting QB?

Forum|Forum|7 years ago
January 18, 2019
10 replies
78 views

No text available

QuickBooks Online

HoneyLynn_G

Level 6

Hello there, @lindak1119.

Thank you for choosing QuickBooks Online as your accounting partner. I can help you add the invoices in QuickBooks.

There are two ways in recording your sales transactions in QBO. For an immediate payment, you can enter it as a sales receipt:

Click Plus icon.
Choose Sales Receipt.
Enter the information.
Click Save.

One the other hand, you use invoice to record sales transactions from customers who make no or partial payment during the time of the sale. Here's how to do it:

Click Plus icon.
Choose Invoice.
Enter the information.
Click Save.

Then, you will have to enter and link a payment to close the invoice transaction. For more insights, please use this article as a reference: Should I use an Invoice or a Sales Receipt?.

That should get you on the right track, andy9.

Keep me posted if you need further assistance with transactions. I'm still here to help you more. Have a blissful day!

M

Mags1

Good day,

Apologies for jumping in here. I have a similar query and hopefully you can assist me too.

I would like to enter entries from a closed bank account (long before we started with QB) into QB online as there is no record of these transactions as yet.

With regards to payments made from the bank account - would I add them as an expense and with the payments coming into the bank account, would I enter them as a sales receipt?

Your help will be greatly appreciated

Thank you

Margie

A

Anonymous

Greetings, Margie.

If transactions are payments from the bank account, you can record them in QuickBooks as expense or check. If they are deposits you can record them as a sales receipt or create a bank deposit right away.

In the future, you might want to connect your active bank account in QuickBooks. This way, you don’t need to enter these transactions manually.

Please don’t hesitate to jump on a thread or post a question here. We’re happy to help you with your QuickBooks concerns.

T

The local handyman

Hey guys, I’ve just setup quickbooks simple start and I’m trying to figure out something, when someone pays to my business bank account that is linked to my quickbooks, and it is a payment of an invoice sent to them by me, does it register on my quickbooks or do I have to manually mark that invoice as paid..? Or does quickbooks tick it off for me

Jen_D

Level 8

Congratulations on your subscription with us, @The local handyman,

I can share some insights about the receiving payments in QuickBooks Online.

If you have a QuickBooks Payments account and sending invoices to customers electronically, the system will automatically mark the transaction as paid. This service is also called Merchant Services where it allows you to process online payments from customers by:

Attaching payment options on mailed invoices.
Keyed or Swiped cards using Bluetooth card reader.
ACH transfers.

Check out the following links to learn more about this and how to enable it:

However, if you're processing the payment outside the program, you'll need to record the payment manually to clear your receivables. Here are the steps to record your income:

After creating the invoice, go to the + New button.
Select Receive payment or Receive invoice payment.
Enter or find the customer from the Customer drop-down.
In the Outstanding Transactions section, select the open invoice you want to apply the payment toward. If you want to apply a partial payment, change the amount in the Amount Received field.
Choose a Payment method then hit Save and close.

I want to make sure you get around the program without any problem, so I've prepared some Community guide and videos below. Check them out:

If you have additional questions, please know that I am just a click away to help. Feel free to mention me anytime. Have a nice day!

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