Showing results for 
Search instead for 
Did you mean: 
Everything you need to know about banking in QuickBooks Online - Discover more
Dog Walker 1
Level 1

How do I generate individual client accounts?

I'm a dog walker and I'm trying out QuickBooks Self-Employed for the first time. Up until now, I've created individual client accounts using my own spread sheets, manually entering the work done versus payments received. In this way, I can see if a client owes me money or has overpaid. I don't invoice clients each week, clients just make bank transfers as per the walks they want.


Now, I want to be able to create individual client accounts more automatically from QuickBooks, but I cannot see how to do this. I've imported the bank entries and tagged each one based on which client is which. (I did this by clicking on each payment description to reveal each client's name.) However, I can't see how to generate an individual client spreadsheet to check work done versus payments for each client. Can anyone help me with this please? Thank you.   

QuickBooks Team

How do I generate individual client accounts?

I'll share information that could help you.


QuickBooks Self-Employed helps track your income, expenses, mileage, and tax info. You can access your accounts from a web browser or the mobile app. 


In QuickBooks Self-Employed, you can only create a client or customer on the Invoice page, not in the transactions. You can utilise the description for your customer and then pull up the P&L report to view the income and expenses. Customise the report according to the information you needed. I will attach screenshots for better reference.




If you want more features to help you manage your business flawlessly, you may consider availing of the QuickBooks Online subscription. You can visit these articles for the overview:



Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!

Dog Walker 1
Level 1

How do I generate individual client accounts?

Thank you for your reply. Unfortunately, I don't see exactly the same screens as you are showing in your screenshots.

I've created a "test client" invoice with two items of work. You will see I don't have the same options that you show.

Can I carry out what you describe using my version of QuickBooks? If so, how may I do it please? (I am using the web-browser version of Self-Employed QuickBooks that I signed up for yesterday.) I looked at the P&L report and couldn't see an option for selecting the client. Please see attached screenshots of the mock invoice I set up. There are two screen shots in order to show the whole length of the invoice.


Thank you.





How do I generate individual client accounts?

Thank you for the response and for providing us with more details about your concern, @Dog Walker 1.


I can share additional information about adding clients or customers in QuickBooks Self-Employed (QBSE). 


At this time, there's no option to add customers or clients in QBSE. However, you can add your client name and email address on the invoices page. Then, QBSE will auto-remember that information. Additionally, the Profit and Loss report in QBSE will only summarize your income and expenses you categorize under SA103F categories. 


In the meantime, I suggest adding tags to your transactions like what you're currently doing and then filtering it from your Transactions page to see Business Income and Business Expense for the specific time. 


Here's how:


  1. Go to the Transactions page.
  2. Set the TypeAccount, and Date to All. 
  3. Click on Tags and select the tag. 


Refer to the following article for more information about categorising transactions in QuickBooks Self-Employed


Here's how you can email receipts to QuickBooks so it automatically records them: Forward receipt images to QuickBooks Self-Employed


Let me know if you need more help with your client or anything else. I'm always here to assist. Have a wonderful day!

Need to get in touch?

Contact us