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katherine26
New Member

Can I increase the date range to record a invoice payment? I cant go back far enough. Payment is visible transaction area but I can't allocate it to an invoice.

I can link payments to invoices up until a specific date but after that it doesn't show when trying to record the payment. In the bank transaction section I can see the payment but it only allows me to mark it as 'business' but not directly to the relevant invoice.

1 REPLY 1
NerbynMaeI
QuickBooks Team

Can I increase the date range to record a invoice payment? I cant go back far enough. Payment is visible transaction area but I can't allocate it to an invoice.

There is a specific date range available for associating invoice payments in QuickBooks Online (QBO) Solopreneur, Katherine26. I'll provide further details on this matter below. 

 

Before we proceed, could you please specify the date you're trying to revert to? Are you encountering the same error as the one shown in the screenshot below? Providing additional information will help us identify and resolve the issue more effectively.

9.png

 

On top of that, please note that QuickBooks only allows payments to be attached to invoices within a one-year time frame. Invoices older than a year may not be available for payment allocation.

 

When matching transactions, QuickBooks will automatically display all possible matches. If the payment does not appear in the list, you can record the invoice payment as Cash in the Deposited to field. 

 

Feel free to reply below if you have other concerns related to QuickBooks.

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