How can I input old invoices? Before signing up for quickbooks, I sent my own and now need the record of income.

Hey @mandyleekellum,

Welcome to the Community. I'm here to help with inputting your old invoices into QuickBooks Online. 

One option that you have is to manually enter the invoices that you sent prior to having QuickBooks Online. Also, there are also third-party applications that can assist with importing invoices, which you can browse at the following link: QuickBooks Apps. 

Since invoices can impact multiple areas, such as reporting and sales tax, you may wish to consult with your accountant to ensure the best path for your business. 

I'm including some links that I believe may be helpful for you:

• How To Create An Invoice
• QuickBooks Tutorials

Don't hesitate to let me know if you have any questions. Cheering you to continued success. 
 

Your help page says to "manually enter the invoices that you sent prior to having QuickBooks Online"

How do I "manually enter the invoices that you sent prior to having QuickBooks Online"?

The help page has no instructions for this

Your help page says to "manually enter the invoices that you sent prior to having QuickBooks Online" but gives no instructions on how do so. Can you give me instructions on how to input old invoices manually?

Hi 3Pproductions,

We can import the invoices manually through a CSV file. I'm here to guide you through the steps.

Just a heads up, you can't import invoices if you set up sales tax in your account. Aside from that, please know the details below:

• You can import a maximum of 100 invoices at a time with a 1,000-row limit per spreadsheet.
• You can import invoices with single or multiple line items.
• You can also import a large volume of customers and vendors or products and services.
• You can’t add discounts, credit memos, or negative amounts in general.

Then, before importing, you'll have to prepare your spreadsheet. To get the sample file, go to Settings and select Import data. Then select Invoices and Download sample csv. The spreadsheet should be in .csv format and have the following columns:

• Invoice number
• Customer
• Invoice date
• Due date
• Item amount

Once the file is ready, you can import them. Here's how:

1. From the Gear icon, select Import data.
2. Select Invoices.
3. Select Browse and then find and select the spreadsheet of your invoices.
4. Click Next.
5. Continue with the on-screen instructions to import the data successfully.

For the detailed steps of the process, you can check this article: Import multiple invoices at once in QuickBooks Online.

Moreover, I've added this reference on how to adjust settings after you sign up for QuickBooks Online: Get started and adjust settings after you sign up for QuickBooks Online.

You can always post in the forum whenever you have concerns about your QuickBooks account. I've got your back!

To input old invoices into QuickBooks after signing up for the platform, you can follow these general steps:

Gather Your Invoices: Collect all the old invoices you want to record in QuickBooks. Make sure you have the relevant details for each invoice, including the customer's name, invoice date, due date, item/service description, quantity, rate, and total amount.

Set Up Your QuickBooks Account:

If you haven't already, create a QuickBooks account or sign in to your existing one.
Select the appropriate plan (QuickBooks Online, QuickBooks Desktop, etc.) based on your needs.
Create Customers and Items (Products/Services):

In QuickBooks, you'll need to create customer records for each of your clients if they don't already exist. Go to the "Customers" or "Clients" section to do this.
Create items or services for the products or services you provided. This will help you categorize your income. Go to the "Products and Services" section to add items.
Enter Invoices:

Depending on the QuickBooks version you're using, you can create invoices through the following steps:

QuickBooks Online:

Go to the "+ New" button.
Choose "Invoice" under the "Customers" or "Sales" section.
Fill in the invoice details, including the customer, invoice date, due date, and item details.
Save the invoice.
QuickBooks Desktop:

Open QuickBooks Desktop.
Go to "Customers" > "Create Invoices."
Fill in the invoice details, including the customer, invoice date, due date, and item details.
Save the invoice.