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June 4, 2020
Question

How to move paid invoice over to transactions so that it can be marked as income?? Am I missing the options somewhere or is there not any options??

  • June 4, 2020
  • 1 reply
  • 0 views
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1 reply

JenoP
QuickBooks Team
June 4, 2020

Hi there, evansvariety.

 

The invoicing feature in QuickBooks Self-Employed is mainly used to create the transaction, send it out to your customers, and collect the payments from them. For now, it doesn't have an impact when calculating your income, regardless if the invoice is already marked as Paid. 

 

Instead, make sure to categorize all customer payments that are either manually recorded or downloaded from the bank, so they're counted as Income. 

 

Please see these articles for more details: 

 

Let me know if you need anything else.