Question

Quickbooks self-employed - amending invoice paid date

Forum|Forum|7 years ago
April 13, 2019
10 replies
0 views

When using Quickbooks self-employed, if I mark an invoice as paid on a different day to the actual bank transaction payment date, there is no way (I can find) to amend the the invoice paid date to match the bank payment date.

As this is such a basic functional requirement, I’m sure I must be missing something obvious.

Any help gratefully received!

QuickBooks Self-Employed

JenoP

Hi there, Herbie30.

For now, the invoicing part of QuickBooks Self-Employed (QBSE) is mainly used for creating invoices, sending them out to customers, and collecting payments. The program will also use the date that it was marked Paid as the payment date.

Changing the payment date to match it the bank payment is currently unavailable. I'll share your feedback as a feature request to our product engineers. Updates and product enhancements are often based from the suggestions we received from customers like you.

You can also check out this article about the invoicing feature in QuickBooks Self-Employed: Easy Invoicing In QuickBooks Self-Employed.

We're always here to help if you have other questions.

A

alisongwells

@JenoP wrote:
Hi there, Herbie30.

For now, the invoicing part of QuickBooks Self-Employed (QBSE) is mainly used for creating invoices, sending them out to customers, and collecting payments. The program will also use the date that it was marked Paid as the payment date.

Changing the payment date to match it the bank payment is currently unavailable. I'll share your feedback as a feature request to our product engineers. Updates and product enhancements are often based from the suggestions we received from customers like you.

You can also check out this article about the invoicing feature in QuickBooks Self-Employed: Easy Invoicing In QuickBooks Self-Employed.

We're always here to help if you have other questions.

A

Anonymous

Thanks for sharing your insights about the invoice dates in QuickBooks Self Employed (QBSE), @alisongwells,

I can definitely see how this can be frustrating for you. Not having the option to edit the payment date of your transactions to match it with the bank statement can be a real pain when you have more important things to be doing.

I'm taking note of this request and rest assured making it my top priority that your suggestion reaches our developers. We take this as an opportunity for us to improve our product making it efficient and productive to use.

While this isn't a feature in QBSE, you have the option to upgrade your product by switching to QuickBooks Online. I'm including a link for you to compare our products and feature suitable for your business type: Compare QuickBooks Plans

Please feel free to reach out to the Community if you have any questions about QuickBooks. I'm here to help whenever you need a hand. Have a nice day!

P

parki99

I have come to Quickbooks after the end of the financial year that i am compiling my tax accounts for. This means that i have replicated invoices for the previous year, but the payments dates are all for this financial year. This is unacceptable. I also have a quickbooks online account, but it is too complicated for the line of work i am in. Please, please, please just fix this simple issue.

G

GlinetteC

Thanks for joining this thread, parki99.

Let me provide additional information on how QuickBooks Self-Employed works. It has a simplified invoicing feature which is not directly connected on the transaction page. The ability to edit the payment date on an invoice is unavailable. It will follow the date as to when you clicked the Mark as paid button.

Also, the transaction page doesn't have the match transaction feature. All of these features are available in your Quickbooks Online account.

If you have any other QuikBooks related concerns, you can always post them here. I'll be sure to answer them.

H

Herbie30Author

Thanks for your reply but it is failing to recognise the point we are making. We all know that the ‘ability to edit the payment date on an invoice is unavailable’.

We are stating that this this is such a basic function that it should be available and you shouldn’t need to upgrade to a different package to get this feature.

This lack of a functionality needs to be publicised so that more customers are not hoodwinked into subscribing to the self-employed product thinking it will meet their requirements.

S

S Kappel

This is a basic requirment, it looks like this function was requested last year and is still not available. Can we expect an update any time soon

regards

S

JenoP

Hi there, S Kappel.

We're unable to provide a timeline when an particular feature request can be added in the program.

Please know that the invoicing feature in QuickBooks Self-Employed is mainly used to create the transaction, send it out to your customers, and collect payments from them. It does not impact the calculation of your income and taxes.

Check out these articles for more details how the invoicing feature works in QBSE:

We'll post an update in this thread as soon as they become available. Don't hesitate to visit us again in the Community if you have other questions.

J

Joel21

This really is tragic - and they have no plans to fix it. I thought it was weird last year, this is the first time I'm using accounting software as I'm a new business owner. I just continued to deal with it, but the thought kept coming every time ... isn't this going to cause a headache in knowing when invoices were actually paid? It seems I was right, it is a headache. And honestly, if the program is written with any decency this would be a very simple feature to implement. They clearly don't care though which is disappointing.

A

Aitch

It's now 15 months since the original post - promises to refer this to developers don't seem to have been actioned.

This is a very serious but simple omission. I work on the cash accounting basis - something QBSE is supposed to follow. That makes it very important that I can correctly record when money was received, irrespective of the invoice date and note which invoices payments link to - sometimes a client will pay me a single sum to cover several invoices. Like many I cannot do daily accounting tasks - I am a freelancer and don't have staff!! If I were to go on holiday over the year end, I'd come back and find I've been paid for something, but it cannot be recorded in the correct tax year. That could be said to be false accounting on my part.

PLEASE amend this or I will be leaving for an alternative system. I see others have been recommending Kashflow and Wave - I will be checking them out.

P

payment after leaving

Hi Aitch As you are aware the invoice section of the self employed product is independent of the transactions page. You can mark the invoice as paid at any point. If your customer informs you that the invoice has been paid before you receive the payment then you can mark it as paid if you wish or wait until the payment is received. When you receive payment for an invoice/s you can either create the payment manually or if you have your bank connected review and categorise the payment when it populates. The self employed product is designed to assist you in calculating your disallowable and allowable expenses and is only a partial template of the self assessment form. The self employed product does operate on a cash basis as you can record income and expenditure at the point they were received and paid out. If you operate on a cash basis you have to notify HMRC by selecting the correct box ion the actual self assessment form, section 10 if you are using the SA103F and section 8 if you're using the SA103S.

H

Herbie30Author

It’s been two years since I first raised the issue of Quickbooks Self-employed not being able to change an invoice paid date. Despite numerous posts from support saying that it will be passed to developers there has been nothing in response advising of the availability of the feature.

I have been more than patient like many other users and put up with this deficiency, hoping that the feature will be included in an app update - but still nothing.

Last week I purchased an item which came out of my bank account on 3 April (last tax year) and via open banking was posted to Quickbooks on 6 April (this tax year). I need to amend the payment date to 3 April otherwise my financial records and tax return will be inaccurate and misleading.

Please advise how the payment date can be amended.

Is this feature request even on the roadmap for the product? Simply advising you are passing comments on is not a resolution to the problem!

R

rhondarobinson

I've been "trying out" Quickbooks for 2-3/4 months now and have encountered the problem of not being able to change a paid invoice date. Seeing this thread continue since 2019 tells me that this company is not one that is responsive to its customers. I too need this function for the same reasons that this multi-year thread describes. It is clear from these threads that what your existing customers really need is not going to be incorporated in your software. This is one of the reasons that you have competition, in a market that you should have and could have completely taken over by now. There are many things to like about your software, but the lack of this function and your not resolving what is a problem for many, has caused me to take my business elsewhere. A few free months is great, but what we really need is a software that does what we need for our businesses. Thanks for the trial period. It was insightful.

E

EmmaM

Hello Rhondarobinson, Thanks for your frank feedback about the Self Employed product. It is the case there has not been a change to that functionality and we do see that there were multiple requests here. We do pass any requests on to the product developers so these kinds of comments are important. We're sorry it has meant that you have taken your business elsewhere.

N

NLF78200

I want to add my name to the list of very disgruntled customers. Absolutely shocking that this isn't a feature. It's 100% essential.

R

RCV

Thanks for checking in with us, LRG Csonsulting.

At this time, we're unable to provide a timeline for when a particular feature request can be added to the program. Please know that the invoicing feature in QuickBooks Self-Employed is mainly used to create the transaction, send it out to your customers, and collect payments from them. It does not impact the calculation of your income and taxes. Check out these articles for more details on how the invoicing feature works in QBSE:

In the meantime, I encourage checking our QuickBooks Blog page from time to time. This way, you stay updated on the latest news and updates that are happening in QuickBooks. Feel free to visit these links to learn some tips for managing your QBSE account effectively:

In case you have other questions in mind, you can always post them in the Community space or leave a reply in this thread. I’m just a post away from you. Keep safe!

J

jeffxor

4 years and this is still not possible this is my last years using this software if has totally messed up my taxes for the last year.

I loved TurboTx and Quicksight integration but the fact you can set a payment date on an invoice and this data is used to push to TurboTax is rediculous.

Software design or developes must be trash it it takes 4 years for such a small feature!

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-Colin-

Reading through this thread, it seems that Intuit has been aware of a basic, fundamental flaw in the software for 4 years and have done nothing to address it. It would be useful for potential customers if you could point out this really annoying bug before having us sign up for your service and then waste a couple of days trying to get things set up. Not sure what we're meant to learn from this - maybe, "the customer is always right, but we don't really care"?

MJoy_D

I can share some information about invoices in QuickBooks Self-Employed (QBSE), @-Colin-.

At this time, it'll show the date when you mark the invoice as Paid. The option to set the date when it has been paid will be a great addition to the current features that we have, so I'll take note of it. Our developers might introduce this feature in the future. I also encourage you to leave feedback from within the product.

Simply follow the steps below:

Go to the Assistant button from the top bar.
Enter Send feedback from the chatbox.
Click on Add a feature and enter your suggestion.

For now, you can visit the QuickBooks Blog to check for new updates and features that we have.

Here are also some of the articles that can help you achieve basic tasks in QBSE: QuickBooks Self-Employed Help articles.

Let me know if you have questions about your invoices. I'm always her to help. Have a great rest of the day!

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-Colin-

I realise that you are just a bot with the sarcasm option turned up to 11, but if you were a human with a bit of empathy, you'd be aware how deeply irritating your comment is. You're making the same response as the Intuit bots made OVER 4 YEARS AGO when this bug was first pointed out to you!

For me, because of this bug, this software is entirely unusable. You offer no support. You've wasted 2 days of my life. I am cancelling my subscription and am going to try Wave. Now go and stand in the bot corner and think about what you've done..

G

gross067-hotmail

So what I'm seeing is that in over 4 years Quickbooks Self-Employed has not fixed this simple problem that has a massive fiscal impact on users. I just came across this thread. I wasn't happy about not being able to modify my payment date to when it was actually received (I have clients paying via check, EFT, their internal systems, QB etc,), but I lived with that function not being present and accepted it. I came across this thread because I had inadvertently marked an invoice paid that was not and have NO WAY of removing that "payment". I was searching out if others have had success in fixing this issue. I just had to send a client a "please disregard QB saying its paid I have no way to fix it in their system" email....

Essentially I need an Excel spreadsheet to keep track of what I'm paying Quickbooks to do each month. I understand this is a simple program, but if you aren't advancing/improving it, why am I and others paying a monthly fee? Shouldn't it just be a one time cost for the completed software? I guess I need to look into the other programs that people have discussed on this forum such as Wave for the upcoming year.

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