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I missed an expense on a prior invoice last year but the customer caught the expense and paid me at that time. How can I add the expense to the old invoice?

 
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QuickBooks Team

I missed an expense on a prior invoice last year but the customer caught the expense and paid me at that time. How can I add the expense to the old invoice?

Hi there, @solutionsofsolom.

 

You can create another invoice to add the expense transaction. Let's ensure that the date is the same as the old invoice.

 

Here's how:

  1. Click the New (+) then select Invoice.
  2. Choose a customer from the Customer ▼ dropdown.
  3. Review the Invoice date. If you need to, change the due date in the Terms ▼ dropdown. 
  4. From the Product/Service column, select a product or service. You can also select +Add new to create a new product or service right from the invoice.
  5. Enter a quantity, rate and change amount if needed.
  6. Click the Tax checkbox if you need to charge sales tax.
  7. Select Save and send or Save and close.

For the detailed steps about the process, please click this article: Create invoices in QuickBooks Online.

 

Also, I'm adding this article on how to record and categorize invoice payments in Quickbooks.

 

I'll jump right back in to assist if you need anything else. Wish you all the best.

 

 

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