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How do I add old invoices?

I'm using QuickBooks Self-Employed and loving it so far. I started freelancing a bunch in the last month or two and have just today sent out two more invoices for completed work. However, before I discovered QB I was creating all my invoices in Google Docs. I would like to add these invoices to QB so I can keep track of them but I don't want to re-send the invoices to the clients. Is there any way for me to add an invoice without sending a new one out? I'm still waiting for payment on most of them and it would be helpful to use QB to keep track of pending payments.

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Best answer 09-03-2018

Accepted Solutions
QuickBooks Team

Re: How do I add old invoices?

Hi Wigglewaggle.

 

Thanks for getting in touch with the Community.

 

I've just been testing this out with my Self Employed account to see if this is possible but from what i can see the only way would be to send the invoice. I suppose one option would be enter an invalid email address or your own email address for the older invoices so that the older invoices are emailed to yourself instead of your customers.

 

I will be sure to submit this as feedback for the Self Employed product as I know this is something we are able to do with the small business products so i will see if this is something we can get added to the Self Employed product.

 

If there is anything else I can help with, please let me know. Smiley Happy

9 REPLIES 9
QuickBooks Team

Re: How do I add old invoices?

Hi Wigglewaggle.

 

Thanks for getting in touch with the Community.

 

I've just been testing this out with my Self Employed account to see if this is possible but from what i can see the only way would be to send the invoice. I suppose one option would be enter an invalid email address or your own email address for the older invoices so that the older invoices are emailed to yourself instead of your customers.

 

I will be sure to submit this as feedback for the Self Employed product as I know this is something we are able to do with the small business products so i will see if this is something we can get added to the Self Employed product.

 

If there is anything else I can help with, please let me know. Smiley Happy

Community Explorer **

Re: How do I add old invoices?

@AshHThis has worked as a solution. It's not perfect but it does everything I need without confusing the clients.

Intuit

Re: How do I add old invoices?

Hi, @wigglewaggle!

 

Welcome to the U.K QB Community! I hope you're having a great week so far Smiley Very Happy

 

I would love to know more about your freelancing work. What sector do you work in?

 


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Active Member

Re: How do I add old invoices?

Hi, I also want to know a little bit more about adding old invoices, or rather changing the paid date of them. I am using the Self-Employed version and have already added 9 old invoices from Apr 18 to Jan 19, however, when I click on paid, it just says its been paid on the day I clicked paid i.e. yesterday. But this will mess up my monthly income and accounts. Is there a way I can change the paid date? Also, because i have used my email address to send the invoices to, I can see what they would see, and there's no link to payment, as it suggests on other FAQ's I've read. It just says 'Contact my company if you're not sure how to pay this invoice.'

Please advise. Thank you.

QuickBooks Team

Re: How do I add old invoices?

Hi there, sazjeppie.

 

QuickBooks Self-Employed works a little different compared to other versions. The Invoicing feature for instance, is mainly used to create invoices, send them out to your clients, and collect payments. Please take note that QBSE will only count your income based on the categorized transactions in the Transactions tab.

 

If you're trying to record old invoice payments, please follow these steps: 

 

 

  1. Go to the Transaction page.
  2. On the right side above the list transactions, select Add Transaction (under Connect Account).
  3. Enter the correct date and select Business Income under category.
  4. Click Save.

With regards to your second question, accepting customer payments electronically is only available in the US and Canada for now. This is why you can't see a link or an option to activate the service. Since Online Payments is not available in the UK, you might want to inform your customer to arrange the payment by mail or other online services (like PayPal or Venmo)

 

Let me share with you this guide article for more details: Easy Invoicing In QuickBooks Self-Employed.

 

I'd be delighted to get back if you have follow-up questions. Have a great day!

 

 

Experienced Member

Re: How do I add old invoices?

Hi,

 

I have a follow up question in regards to adding old transactions. I'm trying to add cash recieipts  to March and April of the 2018-2019 tax year. I've changed the transaction date to before 6 April (31 March and 4 April) but QB is logging it as Income for the 2019-2020 tax year. How do I get these numbers to the right tax year?

 

Thanks.

QuickBooks Team

Re: How do I add old invoices?

Hello,

 

We are unable to replicate this on our test account. Could you please send a screenshot of these transactions showing in your 2019-20 income, cutting out any confidential information?

 

Thanks,

 

Talia

Experienced Member

Re: How do I add old invoices?

Thanks for the quick reply. I must have been working faster than QB could update itself as I went back to do this, the numbers had corrected itself. So great news, no problems now. 

 

Cheers

QuickBooks Team

Re: How do I add old invoices?


That's great! Let us know if you have any further questions.

 

Thanks,

 

Talia