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finance99
April 24, 2021
Question

I paid and filed an invoice which I have not sent to my customer. Can I adjust the invoice date?

  • April 24, 2021
  • 1 reply
  • 0 views
While trying to save the transaction, this message appeared - "This transaction might affect a tax return you have already filed. If this is the case, the tax amount for that agency will be brought forward to the current period." Can I proceed with this? As the invoice for this sales job is not delivered yet, let say if I change the date to May 1, 2021, can I still re-adjust the sales date when I deliver the sales job?

1 reply

J
JamesM4
April 26, 2021

Hi finance99,

 

Glad to have you reach out to the Community again. I hope all is well on your end. I'd be happy to share more details about adjusting the sales date on your invoice. QuickBooks is an easy-to-use program that helps you keep track of where your money is going. 

 

The decision to proceed with the pop-up message is completely up to you and how you handle the accounting for your business. Saving the transaction will affect a tax return that you've already filed. I'd recommend consulting with your accounting professional for expert advice. You can reach out to an accounting professional on our site using this link here. The program offers the flexibility that allows you to change your invoice date. Here's how:

  1. Click on Sales.
  2. From the Customers tab, select the customer's name.
  3. Locate the invoice to open it up.
  4. Apply the appropriate adjustments.
  5. Click on Save and close.

Give this a try and let me know what happens. I'll be one message away in case you need additional support. 

 

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