Common How-Tos

Quick solutions to frequently asked questions from QOBooks clients.

Interface Overview

1. How to record a sale for a past date?

Question: I missed recording a sale yesterday. Can I record it today with yesterday's date? Solution:

1. Open the Sales > Invoices form.
2. In the Date field, click the calendar and select the past date.
3. Fill in the items and Post as usual.
4. Cons/Effects: While it's safe to do this, it will affect your historical reports and inventory history. Ensure the stock was actually available on that past date to avoid negative inventory calculations.

2. How to fix a mistake on a posted Bill?

Question: I entered the wrong price for an item on a bill that I've already posted. How do I fix it? Solution:

1. Go to Purchases > Bills and open the specific Bill.
2. Click "Void Bill" from the "More" menu to reverse the accounting and stock impact.
3. Click "Clone" on the voided bill to create a fresh draft with all the same items.
4. Correct the price on the new draft and Post it.

3. How to move stock between my shop and warehouse?

Question: I just received items at my warehouse, and I need to send 50 pieces to my retail shop. Solution:

1. Go to Inventory > Transfers.
2. Click Add Transfer.
3. Set Source to "Main Warehouse" and Destination to "Retail Shop".
4. Add the items and click Save & Post.

4. How to handle a customer return?

Question: A customer brought back an item they purchased last week. Solution:

1. Go to Sales > Credit Notes.
2. Link the original Invoice (optional but recommended).
3. Select the item being returned.
4. Effect: This puts the item back into your inventory and reduces the customer's debt.

[!TIP] Can't find an answer? If your issue isn't covered here, check the Troubleshooting page or contact our support team directly.