Hello juliensansfacon,
It sounds like you're shifting from manual bookkeeping to the tech world, and I'm excited to hear that you're working with QuickBooks! The Self-Employed package is great for keeping things simple while still managing your books and tracking your taxes. I'll guide you through this so you can get to entering your invoices and bills in QuickBooks Self-Employed.
From your question, it sounds like you're hoping to enter invoices that you've sent to your customers, but I'll cover both just in case. Both can be done while using the browser or the app. I'll outline the steps for the browser version.
Enter invoices to customers in QuickBooks Self-Employed
- Select Invoices from the left menu.
- Click Create invoice.
- Enter in the customer information and work done.
- Click Send invoice to email it to your customer.
That's a quick and easy explanation of the instructions, but you can see all the details here: Create an invoice in QuickBooks Self-Employed. The article also outlines the steps for if you're using the mobile app.
Enter bills/expenses from vendors in QuickBooks Self-Employed
- Select Transactions from the left menu.
- Choose Add transaction.
- Enter the transaction details.
- Click Save.
Again, this is a simplified version of the instructions, and I have an article that gives more detail for the browser and the app: Manually add transactions in QuickBooks Self-Employed
Another option for entering your transactions is to connect your bank or credit card to the account. This will automatically bring transactions into the program for easy management. Learn more about that here: Connect bank and credit card accounts to QuickBooks Self-Employed
To get additional help with any of this, I recommend touching base with QuickBooks Self-Employed support directly. You can do this by using the QB Assistant tool, which opens up a virtual chat. To speak with an agent, all you need to do is type and enter "talk to human" and then follow the prompts.
I hope that helps! Have a great day.
