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Better Bookkeeping
Level 1

Adding locations to invoices from 2019 in QBO

I am doing a giant clean up in QBO. I need to know the best way to add locations to invoices from 2019? I cannot seem to find a way to do this. Thanks.

6 Comments 6
Fiat Lux - ASIA
Level 15

Adding locations to invoices from 2019 in QBO

You need to utilize a 3rd party tool to do so.

Better Bookkeeping
Level 1

Adding locations to invoices from 2019 in QBO

Ok, so I assuming I use Excel. But what report do I run in QBO to do this?

Ethel_A
QuickBooks Team

Adding locations to invoices from 2019 in QBO

Welcome to the Community, @Better Bookkeeping. Let me help you add a location to your invoices from 2019.

 

You can add a location with your previous years' invoices. Make sure to check if your books are still open so you'll be able to make changes. Log in as admin to your QuickBooks Online account so you can edit the closing date of your books. If you are not the admin, you can ask the admin to grant you access. Then, follow the steps below:

 

  1. Sign in to QuickBooks Online as a primary admin or company admin before you begin to make these changes.
  2. Go to Accounts and Settings from the Settings menu.
  3. Click the Advanced tab.
  4. In the Accounting section, click Edit.
  5. Change the deadline for submissions. You can change your password by typing in a new one and confirming it.
  6. After that, select Save and then Done.

 

It would be best to consult an accountant for assistance in making changes to avoid messing up your books. 

 

If your books are not close, you can run reports for invoices like Invoices and Received Payments reports. Search for the invoices you want to add a location. You need to add the location manually.

 

You can also follow the advice above to use a third-party app.

 

I'm also adding this article as your reference to customize invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have further questions about adding a location to invoices. I'm always here to help.

Better Bookkeeping
Level 1

Adding locations to invoices from 2019 in QBO

Clients books are closed. I have all of 2019 to do. What are the steps for using a third party app?

Fiat Lux - ASIA
Level 15

Adding locations to invoices from 2019 in QBO

@Better Bookkeeping 

You need to reopen 2019 data to edit it. Export the invoice data to XLS by the exporter tool and you may get the data mapping with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Gift Certificate$50 Gift Certificate150  NON
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Magazine SubscriptionAnnual Magazine Subscription212  NON

 

Fill the Location field and reimport the data back to QBO with the importer tool.

https://transactionpro.grsm.io/qbo

 

Fiat Lux - ASIA
Level 15

Adding locations to invoices from 2019 in QBO

As an additional option, utilize the trial version of a backup restore app before doing this process.

https://rewindio.grsm.io/quickbooks

 

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