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info-blcleaningl
Level 1

How do I post invoices and expenses from a year ago until now?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

How do I post invoices and expenses from a year ago until now?

You can prepare your data in XLS and utilize an importer tool

https://transactionpro.grsm.io/qbo

 

SarahannC
Moderator

How do I post invoices and expenses from a year ago until now?

Hello there, @info-blcleaningl.

 

I can help you record your post invoices and expenses from last year in QuickBooks Online.

 

Yes, Fiat Lux - ASIA is correct. You can use a third-party application to bring those transactions into the program. You'll also want to explore our App store. You can check for third-party apps that will help you import past transactions.

 

Then, if you already found the right app, you can install or sync it to QuickBooks Online. Here's how:

 

  1. Click Apps.
  2. Enter the app's name in the Search by name or category field.
  3. Click Get app now.

 

Also, if you'd want to manually record them in your QBO account, you can follow these steps.

 

To create an invoice:

  1. Go to the +New button.
  2. Select Invoice.
  3. Select a customer and enter all the necessary details.
  4. Make sure to select the correct date of the invoice.
  5. Click Save and close.

 

To create an expense:

  1. Still, go to the +New button.
  2. Select Expenses.
  3. Select a customer and enter all the necessary details.
  4. Make sure to select the correct date of the expense.
  5. Click Save and close.

 

You can check these articles for more tips and information about handling transactions in the QuickBooks Online:

 

 

I'll be around if you need further assistance as you go along with the process. Stay safe and have a good one, info-blcleaningl.

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