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August 14, 2020
Question

Do I have to connect invoices with the incoming payment in quickbooks, like you would a payment and receipt?

  • August 14, 2020
  • 1 reply
  • 3 views
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1 reply

JessT
Moderator
August 14, 2020

Hi anditieszen-stud!

 

Welcome to the QuickBooks Community! I'm happy to share information about invoicing in QuickBooks Self-Employed.

 

The invoicing feature is for tracking purposes only. You can mark invoices as paid if they are already paid, but you don't need to connect them to any downloaded payments or bank transactions since there isn't such an option also.

 

What you want to make sure though is to record the money you received on the Transaction page. Then, classify them accordingly, so they will be included in your tax estimate.

 

If you need more help with invoice payments or recording your transactions, please don't hesitate to reach back out. We're just here to assist you.