Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
April 18, 2020
Question

Hello I just purchase QB for self employed. But I don't see how each transactions can assigned to a customer. Does anyone know how?

  • April 18, 2020
  • 1 reply
  • 3 views
No text available

1 reply

Level 9
April 18, 2020

Hi there, @elliegaffo!

 

You can assign a customer by creating an invoice, You can read through this article to learn more: What's new with QuickBooks Self-Employed Invoicing?

 

But if you're meaning to assign a customer for your downloaded bank transactions, it's automatically reflected in the Description field. You'll want to manually enter your customer's name in the Notes field if it's not showing in your transactions.

Lastly, here's an article you can read to learn more about how you can utilize your account: QuickBooks Self-Employed Overview.

 

Keep me posted in the comments if you have any other questions. I'll be happy to help.