QB Issue Resolution:

When you did this: “We updated the invoice in quickbooks.”

 

You just changed your Financial History, your Sales, and if that is a tax year already reported, you just changed All of it. If that included changes to inventory items, you just affected inventory.

 

Here’s what you should have done:

 

If the invoice is Paid and done, you make a Credit Memo (return/refund) dated now for what was Wrong. Your refund that, or are going to use it to apply to the New Invoice dated now for what was overlooked. If the invoice was not paid at all, a credit memo dated Now would be used to reverse everything on the invoice and you apply them to each other. Then, the New invoice dated now is, “Let’s start from the beginning, and correctly.”

 

Or the original invoice is not paid in full, and you list on a credit memo dated Now, what was wrong, to reverse those and end with a Value that is you Apply to the rest of the unpaid value.

 

In other words, what you want to be able to show the customer is the Credit Memo you should have made, how it affects the previous invoice is from the perspective of Value applied if that previous invoice was not already paid, if they get a Refund, and/or if there is a New Invoice to get your sale to them on track, all dated Now.

 

Not editing historic transactions.

 

Run your reporting to see what you affected. You can put it all back how it was, then make that credit memo and take the proper action moving forward, dated Now.

Resolution for Issue 'I have an invoice that I created some months ago. We found a problem in it. We updated the invoice in quickbooks. We delivered the invoice via quickbooks. We were asked what changed from the last version of the invoice. Quickbooks doesn’t appear to have any sort of way of changing an invoice that is visible outside of the audit log. I find it hard to be that’s true and am wondering if Quickbooks somewhere says not to update invoices that have been delivered, but to instead do something else. In the meantime, here’s what I’ve been doing: 1. Add a custom field: version 1. On invoice creation, set the version to 1 and save a copy of the quickbooks response 1. On invoice update, get the current version of the invoice from the API, bump the version, update the invoice in quickbooks, and compare the response fields for: balance, total amount, and the line items, and manually diff it, then tell the recipient in a separate communication what’s changed. Are we doing something wrong here? This is a lot of work for something that quickbooks should make a first-class concern: showing what changed. And we know quickbooks has internal versioning because we can see them in the audit log (via the private audit/getTxnAuditHistory API request). Whatever the answer this deserves to be highlighted. I can’t imagine we’re the only company that has to update an invoice after it is delivered.' available: Yes (Solved).
Source: Intuit Community forum.

I have an invoice that I created some months ago. We found a problem in it. We updated the invoice in quickbooks. We delivered the invoice via quickbooks. We were asked what changed from the last version of the invoice. Quickbooks doesn’t appear to have any sort of way of changing an invoice that is visible outside of the audit log. I find it hard to be that’s true and am wondering if Quickbooks somewhere says not to update invoices that have been delivered, but to instead do something else. In the meantime, here’s what I’ve been doing: 1. Add a custom field: version 1. On invoice creation, set the version to 1 and save a copy of the quickbooks response 1. On invoice update, get the current version of the invoice from the API, bump the version, update the invoice in quickbooks, and compare the response fields for: balance, total amount, and the line items, and manually diff it, then tell the recipient in a separate communication what’s changed. Are we doing something wrong here? This is a lot of work for something that quickbooks should make a first-class concern: showing what changed. And we know quickbooks has internal versioning because we can see them in the audit log (via the private audit/getTxnAuditHistory API request). Whatever the answer this deserves to be highlighted. I can’t imagine we’re the only company that has to update an invoice after it is delivered.: 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.

Support for Invoice
Quickbooks Repair Pro will resolve it efficiently and affordably. Guaranteed resolution of your issue, or you pay nothing!

Error Recovery for Invoice [Canada]
E-Tech is the #1 Quickbooks data migration and Conversion service provider.

Get 50% off Quickbooks Online

Click Here for 50% off!

Additional Support Options: