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tjconsultants10-
January 5, 2021
Question

Can I import past paid invoices onto new system, how do you mark them as paid without having to process payments?

  • January 5, 2021
  • 10 replies
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10 replies

AileneA
January 5, 2021

Hi there, tjconsultants10-. 

 

Thank you for reaching out to the Community. Yes, you can import past paid invoices in the system. However, we're unable to mark paid invoices without receiving payments. To import invoices in QuickBooks Online, you can refer to this article: Import multiple invoices at once. 

 

Also, I am adding additional reference on how to record invoice payment in QuickBooks Online. 

  

Fill me in if you need anything else. I'll be more than happy to help you. Have a lovely day!

Fiat Lux - ASIA
Fiat Lux - ASIA
January 5, 2021

@tjconsultants10- 

You may utilize an importer tool to import data as Invoices and Receive Payments.

https://transactionpro.grsm.io/qbo

 

mamaheather2020
January 31, 2023

So....am I understanding correctly? I have to go back and manually "receive payment" for the 1,064 invoices that I need to import going back to 2017?

GlinetteC
January 31, 2023

Thanks for following this thread, mamaheather2020. I'm here to share additional information about importing in QuickBooks Online.

 

When importing invoices into the system, this will not include the payments. You'll have to record them manually to close the invoices. 

 

To receive payments:

 

  1. Click on the + New button at the top of the left menu bar.
  2. Select Receive payment.
  3. Enter the necessary required fields.
  4. Click on Save, or Save and close.

 

You can check this reference for additional details: Record invoice payments in QuickBooks Online.

 

Need help personalising your invoices? Here's a link for guidance: Customise invoices, quotes, or sales receipts in QBO.

 

You can always get back to this thread if you have other questions. I'll be glad to lend a hand.

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