Hello, I have a few invoices from 2018 that need to be added manually. These invoices were sent before I used QB so I need to add them and pay them in 2018. Options?

Answer

It's good to see you here with us, will,

Let me get the help you need in adding invoices into your QuickBooks Self-Employed account.

To manually create an invoice, here’s how:

  1. Click Invoices from the left navigation bar.
  2. Click Create invoice from the upper right hand.
  3. Enter the necessary information.
  4. Click Add work link to enter the details.
  5. Click Send invoice.

To mark the invoice as paid, here’s how:

Click Invoices from the left navigation bar.

Locate the Invoice that you want to pay.

In the Action column, click Mark as paid.

To record the payment, follow these steps:

  1. Click Transactions from the left navigation bar.
  2. Click Add transaction from the upper right hand.
  3. Enter the details and make sure the date is for 2018.
  4. (Optional) Add notes for the specific transaction like adding the Invoice #.
  5. Click Save.

That’s it! Your invoices will now be posted for the year 2018.

If there’s anything else you need help with in adding invoice, please feel free to reach back out.

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