Skip to main content
January 21, 2020
Question

Just started using quickbooks recently how do i enter historical income and mileage

  • January 21, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

January 21, 2020

Welcome to the QuickBooks family, @lizzysleads!

 

You can manually create your transactions with the dates before you started your QuickBooks account. This way, they'll be reported as your historical transactions into your books.

 

To start with, you can create a sales receipt or invoice as the transaction for your historical income. You can do so by clicking the Plus icon and selecting Sales Receipt or Invoice under Customers. Simply make sure to manually enter the date of your transaction before you started creating your account.

 

Meanwhile, here's how you can manually enter your historical mileage:

  1. Go to Mileage.
  2. Tap Add trip.
  3. Under Trip date and time, manually enter the date of your mileage.
  4. Enter all the information needed.
  5. Click Save.

Here's an article you can read to learn more about how you can manually enter your mileage: Track mileage in QuickBooks Online.

 

I've also included our QuickBooks Online Help Articles hub for detailed steps for your future How do I task.

 

If there's anything else that I can help you with, let me know by leaving a comment down below. I'll be always around ready to lend a helping hand.