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October 13, 2024
Question

How can I modify an invoice to show it was paid last year?

  • October 13, 2024
  • 1 reply
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1 reply

October 13, 2024

Hi there, @cherokeemtntrees 

 

Thank you for reaching out to the QuickBooks Community. In QuickBooks Self-Employed (QBSE), once an invoice is marked as paid, you can't directly change the payment date. QuickBooks Self-Employed is a bit different from other versions of QuickBooks, as it is designed to be simpler and doesn't have all the same features.

 

Here's how you to handle this:

 

  • You may want to delete and recreate the invoice with the correct date to match it with your payment date or your invoice date.
  • Add a note to your customer stating the invoice is paid last year or utilizing the Item Description in your invoice item list.

 

Additionally, you can also consider connecting your bank account into your QBO account to automatically sync your transactions.


If you have any further questions or need additional assistance, please don’t hesitate to reach out. We're here to help ensure your QuickBooks Self-Employed experience is seamless and accurate!

October 13, 2024

I already tried this.  Once you mark the invoice as paid, there is no option to edit payment details.  It shows today's date.  My bank account is already linked with QBSE.  I just need to add an invoice that was originally omitted but paid last year.