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March 28, 2024
Question

If I create a new invoice with date of 4/1/2024 in March, will that appear in March financials or April financials?

  • March 28, 2024
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1 reply

March 28, 2024

It's great having you join us here in the Community, pittersheryl.

 

I'll address your concern about when the transaction appears on the financial data in QuickBooks Online.

 

Creating a new invoice on April 1, 2024, will let you see the transaction on your April financials. You'll want to pull up reports that let you track your invoices and other financial transactions. Here's how:

 

  1. Go to Reports from the left menu.
  2. From the search bar, enter the keyword. For example "Invoice".
  3. Modify the Report periodAccounting method, or the filters from the Customize section to see the data you need.
  4. Click Run report to see the changes.

 

You can visit this article that will help you account for your customer payments in the future: Receive invoice payment.

 

On top of that, I'll add this guide for the step-by-step process if you want to close your books for your business: Close your books in QuickBooks Online.

 

You can always reply or reach out to us again if you need anything else about your financials or other QuickBooks-related tasks. We're always here to guide and assist you whenever you need help.