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A
Aarondenise
January 1, 2024
Question

I need to back date a contractor payment to 2023. I can't find a way for it to let me do that. I am just writing them a check.

  • January 1, 2024
  • 1 reply
  • 0 views
I am trying to record a contractor payment that I have made in 2023 but it won't let me record any payments unless they are a future date. How can I record this so it will be on their 1099?

1 reply

R
Rea_M
January 1, 2024

You might have already closed your books, which is why QuickBooks is preventing you from recording a backdated contractor payment, Aarondenise. We can adjust your closing date so you can issue the check and include it in their 1099s. 

 

To do this, here's how:

 

  1. Sign in to QuickBooks Online (QBO) as a primary admin or company admin. Only admins can make these changes.
  2. Go to Settings ⚙, then select Account and settings.
  3. Select the Advanced tab.
  4. Click Edit ✎ in the Accounting section.
  5. Change the Closing date. Note: To change your password, just enter a new password and confirm it.
  6. Select Save, then Done.

 

After that, create a backdated check to pay your contractor. Then, close your books to prevent changes to your past transactions.

 

Whenever you're ready to prepare your 1099s with QBO, you may want to check out this article as your guide: Create and file 1099s with QuickBooks Online.

 

For any other 1099 concerns or questions about managing contractor or vendor payments in QBO, you can tag me in the comments below. I'm always ready to help you out.

A
AarondeniseAuthor
January 1, 2024

 I don't have an Advanced Tab option under Account  & Settings? I believe I am logged in as Admin? I'm the only one on this account, if not, how do I make sure I'm logged in as Admin?

R
Rea_M
January 1, 2024

We appreciate your immediate response, Aarondenise. We'll verify your role and credentials on the Manage users page to make sure you're logged in as admin in QuickBooks Online (QBO) and have full access to your account. I'll guide you on how to do this below.

 

Admins are the main users who have access to every part of the QuickBooks account. To check your role, here's how:

 

  1. Go to Settings ⚙.
  2. Select Manage users.
  3. Double-check your role and all other credentials, like the email. 

 

Once confirmed that you're an admin and logged in as one in your QuickBooks company, we can perform some troubleshooting steps. This display issue is likely related to your browser. 

 

Start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

 

  • Press Ctrl + Shift + N (Google Chrome)
  • Ctrl + Shift + P (Firefox)
  • Control + Option + P (Safari)

 

Once signed in, go to the Account and settings page and select the Advanced tab to edit your closed books.

 

If you're able to do so, return to your default browser and clear its cache. After that, log out and then log back into your account. This will refresh the system and remove older data that causes viewing and performance issues. 

 

However, if this matter continues, I'd recommend using other supported browsers.

 

Whenever this matter is resolved, you can also check out this article to provide additional assistance in finalizing this year's payroll and getting ready for the next using QBOP: Year-end checklist for QuickBooks Online Payroll.

 

Please feel free to reach out whenever you have further concerns about user permissions and access in QuickBooks. The Community is always ready to help you out. 

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