Question

Does anyone know How to change date of payment?Doing invoices over a year ago and it put todays date as payment received.

Forum|Forum|2 years ago
October 8, 2023
4 replies
11 views

No text available

QuickBooks Self-Employed

K

Kevin_C

Moderator

Hello there, David. I'm here to provide details about how invoice payments work in QuickBooks Self-Employed (QBSE).

I recognize that the option to choose a specific date when marking the invoices as paid in QBSE is an essential feature for any business. However, it isn't possible for the program at this time. The payment date will be automatically determined based on when you mark it as paid.

While this option is unavailable, I recommend sending your feedback to our Product Development Team so they can review it and consider implementing it in the future. Please know that changes are also based on how popular a specific feature request is.

Here's how you can share your thoughts and ideas through your account:

Go to Assistant located in the upper right-hand corner.
Type Feedback and click the Add a feature button.
Enter your request in the field.

Also, you'll want to check out this article for reference in paying your estimated quarterly taxes in QBSE: Pay federal estimated quarterly taxes in QuickBooks Self-Employed.

Let me know if you need further information about your sales transactions in QBSE. I'm just around to assist you.

D

david-igot2havitAuthor

Kevin, thanks. Interesting it looks like the option was available 3 years ago. As I found a link, which when attempted it did not give me the option the link said it would.

Unfortunately life/flood/deaths/got in the way first of the year and trying to get taxes done with an extension.

So any suggestions on how to mark payment from last year paid from last year?

C

caramm

The fact that we can not leave replies regarding this question/issue is equally concerning.

E

Ethel_A

QuickBooks Team

Welcome to the Community, @caramm.

I am aware of the advantages for businesses like yours to change the invoice payment date. I want QuickBooks Self-Employed (QBSE) to have this feature as much as you do.

But QBSE still doesn't have this feature. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

Currently, the browser Assistant button is not working to send feedback. I recommend submitting feedback using the QuickBooks Self-Employed mobile app.

Here's how:

Select Assistant in the upper right corner.
Type in Feedback, then click Enter.
Follow the prompts to submit feedback.

If you still want to reach one of our experts in QuickBooks Self-Employed, follow the steps below:

Go to Help (?) and select Contact Us.
Note: If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
Enter “talk to a human”, then select Continue.
Select which way you want to connect with us.
- Have us call you - Get a call from a support expert.
- Chat with us - Start a conversation with a support expert.

I've added this handy article to give you a general guide and help you prepare your taxes: QuickBooks Self-Employed Annual Tax Guide.

Don't hesitate to comment below if you need further assistance in managing your sales taxes in QuickBooks Self-Employed. I'm always here to help. Have a great day.

J

jojo1717

Looks like this still isn't a feature – one that's definitely needed! – and the Assistant chat is still down on desktop version.

Any news on whether payment date editing will be offered in the near future? It's pretty crucial in determining proper income tracking per month.

M

MTierney53

I can't believe this is not an option in a bookkeeping software program for self-employed people. One cannot accurately record the date a payment is received—the only option is an uneditable "Today." That's completely unacceptable. Not every business owner can record transactions on a daily basis—nor would most want to. I am wrapping up my books from last year, and payments can only be recorded as occuring today, which basically makes Quickbooks useless for preparing my 2023 Schedule C.

B

BillyPhoto

This is slightly convoluted but I just did it and it worked.

1.delete the original deposit.

2. go to receive payments and delete the. payment

3.Then go to receive payment and enter the amount with the corrected date.

4. Go to. make deposit and deposit.

It should then show up with the corrected date.

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