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Hi,
I am new to QBO and has started using this year. You can we update last years summary to customers so that the overall picture remains clear.
I need to update Invoice Total, Receipt Total, Mob Advance outstanding etc.
Thanks
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Good day, George Michael.
l can share some tips on how you can achieve that.
Since you've just started using QuickBooks Online this year, you may need to reenter the last year's transaction to update your totals and customer balances. Feel free to follow these steps in recording the invoices.
Here's how to create a sales receipt:
Additionally, if you're using a different accounting program in the past, you'll want to import your data using a third-party application. This way, you don't have to manually enter the transactions. You can visit our QuickBooks App Market or go to the Apps menu within your QBO account to find one.
I also encourage checking our Getting Started Guide to learn the basics in QuickBooks Online.
Feel welcome to visit the Community again if you have any other concerns or further questions. We're always here for you.
Good day, George Michael.
l can share some tips on how you can achieve that.
Since you've just started using QuickBooks Online this year, you may need to reenter the last year's transaction to update your totals and customer balances. Feel free to follow these steps in recording the invoices.
Here's how to create a sales receipt:
Additionally, if you're using a different accounting program in the past, you'll want to import your data using a third-party application. This way, you don't have to manually enter the transactions. You can visit our QuickBooks App Market or go to the Apps menu within your QBO account to find one.
I also encourage checking our Getting Started Guide to learn the basics in QuickBooks Online.
Feel welcome to visit the Community again if you have any other concerns or further questions. We're always here for you.
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