QB Issue Resolution:

You’ve mentioned you’re still in the process of setting up your QuickBooks account. If you used different accounting software before, and still have access to it, I’d suggest getting a copy of the transaction from there.


Invoices are posting transactions. It’ll always affect your inventories and accounts every time you create an invoice. The only option that I can suggest so it will not affect your register is to create an estimate. An Estimate is a non-posting transaction. It won’t affect any account nor your inventories. We can create a customized template to replace the word Estimate to Invoice.


If you’re using QuickBooks Online:

  1. Create an estimate. Click the Customize at the bottom part of the page.
  2. Select Edit current.
  3. Make any necessary changes.
  4. Go to the Content tab and click the Header section.
  5. Under the Form section, change the name from Estimate to Invoice.
  6. Select Done.

If you’re using QuickBooks Desktop, refer to these articles:

Resolution for Issue 'adding a bill for a past transaction' available: Yes (Solved).
Source: Intuit Community forum.

adding a bill for a past transaction: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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