I don't have a 'Sales' tab in my menu to add customers to. Is this not an option in the self employed version?

Let me help you add your customer in QuickBooks Self-Employed (QBSE), joyw100-me-com.

The Sales menu is unavailable in QBSE. We'll need to create a new invoice to add a new customer. On the Invoice page, we can enter the customer's name, email, and address. Here's how:

1. Navigate to the Invoices menu on the left panel and select the Create invoice button.
2. Click on the Add customer link and tap the Add new option.
3. A screen will display where you can enter your client’s information.
4. Click the Save button to keep the changes.
5. To add more customers, repeat steps 2 through 4.

For the steps and details, see the Create invoices in QuickBooks Self-Employed article. It outlines the instructions on how to enter the transaction using a browser or a mobile device. We can see all of your open and completed invoices on the Invoices menu. Where we can print invoices, export them as PDFs, and send reminders for ones that are overdue. 

Feel free to visit our Help Article page for more insights about managing your business in QBSE. 

Should you need a hand with navigating QuickBooks Self-Employed, let me know in the comment section. I’ll be right here to help and make sure you’re taken care of. You have a good one.

I have selected 'Create new invoice' but there is no 'Add customer', just 'Client Info' boxes.  

Do I need to just enter each person once and they'll be there next time?  I was hoping to add all customers first into a database before creating the invoices.

Hi joyw100-me-com,

In QuickBooks Self-Employed, you'll need to create a new invoice to be able to add a customer's details. On the Invoice page, you can enter the customer's name, email, and address.

Here's how:

1. Click Invoices on the left panel.
2. Click the Create Invoice button in the upper right-hand corner.
3. Enter the details needed.
4. Click Save.

When you create another invoice for the same customer next time, QBSE will automatically remember their details.

Just leave a reply if you have more questions. Thanks for dropping by.