How can I modify an invoice to show it was paid last year?

Hi there, @cherokeemtntrees 

Thank you for reaching out to the QuickBooks Community. In QuickBooks Self-Employed (QBSE), once an invoice is marked as paid, you can't directly change the payment date. QuickBooks Self-Employed is a bit different from other versions of QuickBooks, as it is designed to be simpler and doesn't have all the same features.

Here's how you to handle this:

• You may want to delete and recreate the invoice with the correct date to match it with your payment date or your invoice date.
• Add a note to your customer stating the invoice is paid last year or utilizing the Item Description in your invoice item list.

Additionally, you can also consider connecting your bank account into your QBO account to automatically sync your transactions.

If you have any further questions or need additional assistance, please don’t hesitate to reach out. We're here to help ensure your QuickBooks Self-Employed experience is seamless and accurate!

I already tried this.  Once you mark the invoice as paid, there is no option to edit payment details.  It shows today's date.  My bank account is already linked with QBSE.  I just need to add an invoice that was originally omitted but paid last year.  

I already tried this.  Once you mark the invoice as paid, there is no option to edit payment details.  It shows today's date.  My bank account is already linked with QBSE.  I just needed to add an invoice that was originally omitted, but paid last year.

Thanks for the prompt response, Cherokee. I'd like to clarify how invoice payments work in QuickBooks Self-Employed (QBSE).

You are correct that there is no option to edit payment details and modify the exact payment date in QBSE. The payment date will remain the same as the date when it was marked as paid.

In the meantime, I suggest utilizing the Item Description or Note to Customer field on the invoice to indicate that the payment was made last year.

 

Furthermore, you can visit this resource to see different information on how QBSE tracks your business income and taxes: QuickBooks Self-Employed Overview.

I'm always around and ready to help if you have more questions about managing your invoices in QBSE. Just click the Reply button to add your comment so I can assist you further.