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Level 1

Hi. Is there CRM functionality in QB Self-employed? I'm wanting to enter my regular clients into the tool to make invoicing easier.

 
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QuickBooks Team

Hi. Is there CRM functionality in QB Self-employed? I'm wanting to enter my regular clients into the tool to make invoicing easier.

Hi there,


QuickBooks Self-Employed makes it simple to manage your invoices. I'll be happy to share more information about this so you can start invoicing your clients and run powerful reports. 

 

Since the program allows to to create invoices, here are some of the other valuable features offered by the program:

  • Track income & expenses
  • Track sales & sales tax
  • Capture & organize receipts
  • Track mileage automatically
  • Run reports
  • Invoice & accept payments
  • Sort business & personal transactions

I encourage you to learn more about QuickBooks Self-Employed using this link here. In case you have other questions, don't hesitate leave them in the comments below. I got your back.