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dldavey.pecorepl
April 28, 2022
Question

Dates on Invoice

  • April 28, 2022
  • 1 reply
  • 0 views

Date will not default to today's date!

Example: I will do a post check transaction say dated 5/5/22 , Then I will go to do an invoice and it is dated 5/5/22, Today is 4/28/22, why wont it revert back to today's date !??  I had sent an invoice with a date that isn't here yet and they called to question of course.  Frustrating and embarassing !   Quickbooks online has issues with this  and settings , why can't they get this updated and set up to meet our needs easier like desktop version! ??

1 reply

Rubielyn_J
Rubielyn_J
April 28, 2022

I've got your back to help ensure you can set a default invoice for a certain date, @dldavey.pecorepl.

 

In QuickBooks Online, once you make an invoice, it will use the last transaction date you created. All you can do is manually enter the date to 5/5/22, so this will be the new default period.

 

Here's how:

 

  1. Click + New.
  2. Choose Invoice.
  3. From the Customer ▼ dropdown, select a customer. 
  4. Enter the Invoice date manually. Then from the Terms ▼ dropdown, select the due date. 

  5. From the Product/Service column, select a product or service.
  6. Enter a quantity, rate and change amount if needed. 
  7. Select a GST rate.
  8. Once done, click Save and close.

 

Additionally, let me share these articles you may find relevant in managing your invoices in QuickBooks:

 

 

Feel at ease to leave a comment below if you have other concerns with creating invoices. I'll be around help you. Stay safe!

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