I’ve customised my invoice to include/save my payment information, however this customisation only appears when on the website, not when I’m on the app? How do I do this?

Thank you for bringing this to our attention, Oates. I would like to clarify about customizing invoices like saving payment information that won't appear in your QBSE app.

Currently, any customizations made to invoices through a web browser, particularly those including saved payment information, will not be visible in the QuickBooks app.

As a workaround, I suggest signing in to your QuickBooks Self-Employed using a supported browser on your mobile device and using it to customize your invoices. By doing so, this method ensures that your invoice changes are saved correctly and reflected consistently across all platforms, even on different devices.

Moreover, I'm adding this resource to help you categorise the transactions you download from your bank: Categorise transactions in QuickBooks Self-Employed.

Our goal is to ensure that your experience managing finances with QuickBooks is as seamless and efficient as possible. Please feel free to reach out with any additional questions regarding your invoice customization. We are here to help and ready to assist you at any time. Wishing you a prosperous financial year ahead!

Thank you! However this isn’t on the self employed version, this is for the quickbooks online sole trader. Is that the same? Thanks 

Hello, Oates-and-Flour. 

QuickBooks Self-Employed and QuickBooks Sole Trader are similar products, but they are targeted at different markets. QuickBooks Self-Employed is designed for freelancers, independent contractors, and other self-employed individuals who need to track their income and expenses for tax purposes.

QuickBooks Sole Trader, on the other hand, is designed specifically for sole traders in the UK and includes features tailored to UK tax laws and regulations. Both products offer features for tracking income and expenses, but QuickBooks Sole Trader may offer additional features specific to the needs of sole traders in the UK.

Additionally, I'm providing this resource to assist you in organizing the transactions you download from your bank: Categorize transaction in QuickBooks Self- Employed.

I'm glad I could help you with your concern, Oates-and-Flour. If you have any more questions or need further assistance, just respond to this thread and we'll get back to you promptly.