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T
TT1997
January 6, 2024
Question

I'm trying to figure out the date that invoices were marked as paid in full

  • January 6, 2024
  • 1 reply
  • 0 views

I'm trying to correct an error left over from an employee that left Jan 2023. She had the business set up for accrual accounting. However the owner has always filed the taxes as cash. I've been noticing errors on invoices that were paid in full in 2022, the service was provided in 2023.  I need the sale to be in 2022, not 2023. How do I fix this?

1 reply

C
Carneil_C
January 6, 2024

Welcome to the Community, @TT1997.

 

I'll outline a few steps to help you manage those invoices in QuickBooks Online.

 

You can pull up the Invoices and Receive Payments report. This way, you can have an overview of the invoices we're marked as full. Here's how:

 

  1. Go to Reports from the left pane and type in Invoices and Receive Payments in the search field.
  2. Set the date under the Report period.
  3. Click on Customize.
  4. From there, modify the report according to the information you need.
  5. Click on Run report to save the changes.

 

Alternatively, you can go directly to the Sales menu and the All Sales tab. From there, enter the Date and choose Money Received from the Transaction type.

 

 

Also, do you wish to make changes to the dates of those invoices? Additional information can help me get on the same page.

 

Additionally, these resources can give you reports where you can have a snapshot of your business and personalize them according to your needs. Feel free to visit these helpful resources:

 

 

For future reference, you can read through this resource to personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you still need help with your reports or other transactions in QBO, please let me know, and I'll do everything I can to help here in the Community. 

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