Invoice date

Forum|Forum|4 years ago
April 4, 2022
1 reply
2 views

Is there any way to change the invoice date? I need to create an invoice with an current date but the service date is back dated for example the invoice date is April 4 and the service date is March 31. This transaction also need to be included in the March reports. Or will there be other way to do it? the goal is to make an invoice with am invoice date ( the date needs to be on the day I created the invoice) and the due date needs also to appear and the transaction needs to be included/reported in the previous month.

L

lin_jcaj

Level 9

Hello there, AG6780.

You have the option to change the date of the invoice. But, the terms of the invoice will follow the date when the invoice is created.

Here's how:

Go to Sales and select Customers.
Choose the name of the customer.
Select the invoice and update the Invoice date and service date.
Click on Save and close.

Here are articles you can read for additional reference:

Let me know if there's anything else I can help you with. I'll be around to assist.

T

theresafrance456

my question is why does my balance on my QuickBooks show 4900 and I can’t transfer to a bank account. Why?

J

Jovelyn_M

QuickBooks Team

There are several reasons why you're unable to transfer your QuickBooks balance to your bank account, Theresa. Allow me to elaborate on it further.

Before we proceed, could you clarify where you saw the $4,900 balance? Did you encounter an error message while attempting the transfer? Additionally, what type of transfer are you trying to make? Are you using the QuickBooks Transfer Funds option, or are you using another transferring method? This information will help me provide a more accurate solution.

To begin with, if you saw the amount in the Chart of Accounts, it’s possible that the balance reflects transactions you manually created and those added from your bank, such as journal entries or deposits. This could indicate the amount is just an accounting entry and not actual funds available for transfer. It’s important to review the source of those transactions in the Chart of Accounts.

Another possible reason for the issue could be the transfer method you’re using. If you’re using the Transfer Funds option within QuickBooks, keep in mind that it only allows transfers between accounts within QuickBooks.

Feel free to reach out if you have additional questions or need further help.

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