Income in the wrong month

@knapiks 

"My client received income in a bulk some in Nov but it is actually for March through Nov.  I know the amount for each month but I do not know how to move it. How is this best done in QBO?"

What do you mean by "income in bulk"?  Do you mean your client received payments in bulk but the income should be recorded in Mar. - Nov.?  If that's the case, then your client is on accrual basis and you should create invoices to allocate the income to the appropriate months and then receive the payment on those invoices in Nov.  If you mean something else, please advise. 

Hi, @knapiks.

As Rainflurry guided, you can create invoices to allocate the income to the appropriate months (March through November) and then match the open invoices in the payment in November. I'm here to share the technical input to achieve this and help further edit the date if your client is on a cash basis.

1. Create invoices for March through November.
2. In your Bank transactions page, select the November income transaction from the For review tab.
3. Select Find match.
4.  Put a checkmark on the open invoices you've created, and click on Save.
5. To edit the received date, go to the Categorized tab.
6.  Select each payment to open the Receive payment window and edit the Payment date.

Once done, I suggest running a report to verify if the matching is correct. Just a heads up, it's best to ask for additional guidance from an accountant before performing the steps above.

Also, let me add this article about reviewing your previous fiscal year and preparing for the new one: Year-end guide for QuickBooks Online.

You're always welcome in the Community should you have further concerns about correcting transactions in QuickBooks Online. Take care.

Thlanks.  But there is only one bank transaction.  that is why I need to break it up.  I think I will need an AR account to reassign them.

I'll try this and see if I can apply that payment to several invoices.  I don't do invoices for this company so I am not sure.