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Level 1

Invoice dates are not indicative of when the invoice is generated because the invoice date has to be in the period the service was provided

 
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QuickBooks Team

Invoice dates are not indicative of when the invoice is generated because the invoice date has to be in the period the service was provided

Thanks for posting here, @jwright2.

 

QuickBooks Online depends on the date you'll enter the transaction. For example, when you create an invoice and the current date is 11/18/2020 the Invoice date field is automatically set by 11/18/2020. If you want to change the invoice date base on the day service is provided, you can always do it manually by clicking the date box.  

 

I've added this article for more info about managing your invoice: Create invoices in QuickBooks Online.

 

Also, to get a list of all payments and invoices for each of your customers, you may pull up the Invoices and Received Payments Report. Then, customize it so it will only show the info you need. 

 

Here's how:

 

  1. Go to the Reports menu.
  2. Type Invoices and Received Payments in the search bar.
  3. Click the report to open.
  4. If you want to modify the data in the report, select the Customize button.
  5. Once done, hit Run report

 

Please let me know if I can be of additional assistance or should you have any follow-up questions about creating an invoice in QBO. I’ll be here to help. Have a good one. 

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