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March 28, 2022
Question

Can I connect all the information in my existing invoice to go account for the last 5 years

  • March 28, 2022
  • 1 reply
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1 reply

DivinaMercy_N
March 28, 2022

I'll help you deal with connecting your invoice information for the past 5 years to QuickBooks, @hoyleandhughesbu.

 

If you're referring to adding old invoices in QuickBooks Online (QBO), you can easily import them. Here's how:

 

  1. First, prepare a spreadsheet of your invoice.
  2. Next, turn on the Custom transaction numbers feature to track their original number.
  3. Once done, you're now ready to import the transaction.

 

For your reference, please visit this article: Import multiple invoices at once.

 

If you need to add additional information to your existing invoice, all you need to do is to edit the transaction.

 

You'll also want to modify your invoice templates to make them more personalised and include the details you need the most.

 

I'm just around the corner to assist you further if you have any other concerns about managing invoices in QBO. I'll keep an eye out for your response. Keep safe and have a great day ahead.