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davep64
May 29, 2019
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How to enter historical invoice payment dates

  • May 29, 2019
  • 1 reply
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I've just started with QuickBooks Self Employed. I'm trying to enter old invoices and record them as paid. The only option available seems to be 'paid today' and most of these were paid some time ago. I can't find a way of altering the date paid, is there any way of doing this?

 

Thanks.

Best answer by GeorgiaC

I'm having the same issue as everyone else here, it seems like such a ridiculous way to go about marking an invoice as paid - 'to send it to a fake email address'. Why can't there just be an extra button to mark an unsent invoice as paid? The chances are that the majority of people signing up to Quickbooks Self-Employed will be doing so part way through a tax-year and really need the feature to backdate invoices. 

 

I bet a good amount of people charge a day rate too so it would be very useful to have that as an option.


Hi scottcross, 

 

Thanks for joining this thread, we agree this would be a handy feature to have & have passed feedback on with our development team in hopes that this will become available in the near future. Please note as the invoices are non-posting in the system, marking these as paid will not record a payment and this will still need to be recorded and categorised manually as 'Business Income' on the 'Transactions' tab. Please get back to us below if you have any Q's! 

1 reply

JaneD
JaneD
May 30, 2019

Welcome to the Community, davep64.

 

The Invoice page in the Self-Employed version of QuickBooks is for recording purposes only. As a workaround, you can enter the payments through the Transactions tab and set the paid date from there. 

 

Let me show you how:

  1. Go to Transactions.
  2. Click on Enter first transactions or Add transaction.
  3. Enter the paid date, description, amount, and select a category.
  4. Choose Save.

I'm attaching some screenshots that will guide you through.

 

 

To help you learn more about QBSE, refer to these articles:

This should point you in the right direction. Let me know if you have any questions. I'm here to help.

G
gemmatyler
April 30, 2020

This doesn't resolve linking an invoice payment to the correct date though, there doesn't seem to be an option for linking an invoice to a payment in your transactions so there isn't a way to record correctly the actual date of payment? Surely you should be able to match an invoice to a payment, it seems the self-employed version of quickbooks doesn't include basic functions like editing payment dates. 

katherinejoyceO
katherinejoyceO
April 30, 2020

Hey there, @gemmatyler.

 

Thanks for hopping into the thread. At the moment, the ability to edit the payment date on an invoice is unavailable. It will always follow the date as to when you clicked the Mark as paid button. 

 

I understand the benefits of having the option to edit the payment date of your transactions to match it with the bank statement. I'm taking note of your feedback and share it with our developers for future consideration. 

 

While this isn't a feature in QBSE, you may want to upgrade your product by shifting to QuickBooks Online. I've included a link for you to compare our products and feature suitable for your business type: Compare QuickBooks Plans.  

 

Feel free to comment below if you have more questions. We're always happy to assist. 

 

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