Entering Historical Transactions

ALMLaser — Tue, 05 Apr 2022 16:39:49 GMT

Hello Everyone,

I am new to square and I am looking for some help entering historical transactions.

For my clients that pay by e-transfer I am using square to track my GST. I am not good at doing the entries at the time of the transaction, my bad, so I enter them usually the following month. As of September 2021 I have had to start charging GST but I did not realize I had to start charging till my bookkeeper informed me in December. So I entered in all my transactions for November and December 2021 in January 2022, for my year end.

Now I have completely forgotten how on earth I did that. When I try to enter the transactions this time it does not allow me to change the date, it stays in the current month. I know I was able to manipulate the dates before, so what am I doing wrong? Did something change in the program that prevents me from doing that now?

I remember going into Transactions and then from there I don't remember. Please help me!!!!!!! hahaha

Shelly

Re: Entering Historical Transactions

frances_a — Thu, 07 Apr 2022 23:00:05 GMT

Hello @ALMLaser

And welcome to our Seller Community! We're always happy to see new faces.

At this time we are unable to backdate transactions, it is a feature request.

If you'd like to add this feature request to our Ideate board you can do so here.

Thank you.

thread Entering Historical Transactions in Online Store

Entering Historical Transactions

Re: Entering Historical Transactions