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aimiecaff
October 24, 2021
Question

Updating invoice errors

  • October 24, 2021
  • 1 reply
  • 0 views

Hi, my invoices somehow reverted to 100 causing a 161 duplicated invoice numbers before I realised. I asked QuickBooks how I update these invoices to the correct numbers. They said: create a duplicate update number and to avoid confusing the customers, send it to yourself, then mark as paid. Finish by deleting the incorrect invoice.

I started doing this, then realised an even bigger issue!! When I hit paid it says paid today, not the original date paid, which now means when I report my income it will say I’ve earned money this month that I actually already declared as earned last month!?! Please can anyone help me with this absolute disaster?

1 reply

DivinaMercy_N
DivinaMercy_N
October 24, 2021

Thanks for sharing the details of your concern, @aimiecaff. I'm here to further help you fix your invoice transactions in QuickBooks Self-Employed (QBSE).

 

In QBSE, once you select the Mark as paid button to pay an invoice it'll default to today's date. The program offers a simplified invoicing feature such as creating an invoice or sending them out to customers. Currently, the option to change invoice payments dates isn't available. For more information about processing invoices in QBSE, please visit this article: Create invoices in QuickBooks Self-Employed.

 

You'll want to record the payments in the Transactions menu and set the correct date from there as a workaround. Let me guide you how:

 

  1. Navigate to the Transaction menu and click Add Transaction.
  2. Then, enter the amount and a description.
  3. Click the Select a category menu and select the best category to organise your transaction. 
  4. Once done, select Save.

 

For more details about adding transactions in QBSE, check out this article: Manually add transactions in QuickBooks Self-Employed.

 

You can also visit our QuickBooks Self-Employed Overview article to know more information on how QBSE works. From here, you can find a list of frequently asked questions about the program as well as the answers for each of them. 

 

If you have any other concerns about modifying your invoice payments date, feel free to post here again. I'd be happy to assist you further. 

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