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mo-jo247-yahoo-c
May 16, 2022
Solved

Hi, I have year old paper invoices that I need input into Quickbooks. Can I create new invoices so my paper copies match my imported bank transactions from last year?

  • May 16, 2022
  • 1 reply
  • 0 views
I started a little Gardening business last year 2021 and wrote out invoices on paper book sheets or messaged clients who didn't want paper invoices after each completed piece of work.
I kept records of each payment on a spreadsheet.
I joined Quickbooks this year 2022 and as part of the uploads, its uploaded all my 2021 transactions. I now have last years transactions without invoices to match them which is making my finances untidy.
Can I create new (but old 2021) invoices without sending them to clients to match my transactions?
I hope this makes sense!
Many thanks
Best answer by Giovann_G

Yes, you can do that. mo-jo247-yahoo-c.

 

In QuickBooks Online, you'll have the option to create an invoice dated from the past. Then, you can match your uploaded payment transactions to the open invoices.

 

Here's how:

 

  1. Click the +New icon.
  2. Select Invoice.
  3. Locate the name of your customer or choose the Add new if it's not yet listed.
  4. Enter the original date, product/service, amount, and the rest of the necessary information.
  5. Hit Save and close or Save and new.

 

After that, you can go to the Banking page to match your uploaded transactions. Refer to this article for more details: Categorise and match online bank transactions in QuickBooks Online.

 

In addition, I've included this resource to learn about reconciliation to ensure your QuickBooks balance matches your bank or credit card balance: Reconcile an account in QuickBooks Online.

 

I'll be here if you need further help with banking. Stay safe and have a good one.

1 reply

G
Giovann_GAnswer
May 16, 2022

Yes, you can do that. mo-jo247-yahoo-c.

 

In QuickBooks Online, you'll have the option to create an invoice dated from the past. Then, you can match your uploaded payment transactions to the open invoices.

 

Here's how:

 

  1. Click the +New icon.
  2. Select Invoice.
  3. Locate the name of your customer or choose the Add new if it's not yet listed.
  4. Enter the original date, product/service, amount, and the rest of the necessary information.
  5. Hit Save and close or Save and new.

 

After that, you can go to the Banking page to match your uploaded transactions. Refer to this article for more details: Categorise and match online bank transactions in QuickBooks Online.

 

In addition, I've included this resource to learn about reconciliation to ensure your QuickBooks balance matches your bank or credit card balance: Reconcile an account in QuickBooks Online.

 

I'll be here if you need further help with banking. Stay safe and have a good one.

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