Self Billing

Hi FD Capital

You can create your subcontractors invoices as Expenses or Bills within QuickBooks and for the subcontractors invoices are the same every week you can create reoccurring transactions/expenses.

Thanks - but I need to generate these invoices on behalf of the subcontractor so they get copies of them.  That is what I mean by self billing.

The subcontractors provide their details and VAT numbers and are expecting me to generate their invoices and cc them in.

Hi FD Capital

I presume you are referring to CIS subcontractors, however this applies to normal subcontractors, you can as previously explained create the Expenses/Bills and either print them or download them to your computer and email them to your subcontractors

Hi Adrian,

Have you had any answer for this?

I am thinking of doing the same thing for my customer, but no one give me correct answer of how to do it in QB yet.

I have been told that there are tools in Purchase Order which you can create a 'billable item'. I have to upgrade mine for this, but haven't got there yet!

Let me know if you have the answer, please

Thanks

Yanti

It's my pleasure to help you today, Yanti Pegler01.

In QuickBooks Online (QBO), you can create a Bill for your suppliers and send a report for them to know the list of what was invoiced. 

Here's  how to create a bill:

1. Go to the plus icon.
2. Under Suppliers, click Bill.
3. Enter the necessary information.
4. Click Save.

Since bills are invoices supposedly received from your suppliers and cannot be print or emailed, we can view and send its details through a report. Let's run the Transaction List by Supplier report. 

Here's how:

1. Go to Reports on the left menu.
2. From the Expenses and suppliers section, click the Transaction List by Supplier.
3. Set the dates and columns you want to show on the report.
4. Click the Email icon to send it to your suppliers.

However, the option stated above is not available if you're subscribe to QuickBooks Online Self Employed. 

Learn more on how to customise reports in QBO through this article: Customise Reports.

Should you have additional questions about this, please don't hesitate to let me know and I'd be glad to help.

Hi Quickbooks, - I am sorry but there seems to be a lack of awareness on your part as to what self-billing means. Please refer to https://www.gov.uk/guidance/self-billing-notice-70062.

Is this functionality possible in QBO. Please note these invoices have to carry the VAT number of the suppliers, a note stating "The VAT shown is your output tax due to HMRC".

It is not simply a matter of sending some report to a supplier. 

Hi

Could you notify us when this facility becomes available, please

I need it quickly and desperately

Thank you

Hello Yanti

We would advise leaving feedback in the cog in the top right for our engineers or checking our product updates page regarding the self billing feature. All the planned changes for this year are on that link,we will be updating for next spring what changes are coming soon.

Emma

It is three years now. Is this feature still unavailable?

I appreciate you following up on this thread, sharoy.

I know how beneficial it is to have this feature in the system. However, we haven't added this option yet.

While it isn't currently in our development roadmap, I'd encourage you to visit our QuickBooks Blog, so you'll be updated with our latest news and updates including product improvements. Just go to https://quickbooks.intuit.com/uk/blog/.

Additionally, you may want to bookmark this link: Resource Hub. This will provide us with resources and videos about managing QuickBooks Online accounts, income, expenses, inventory, and running reports.
 

Thanks again for taking the time to talk to us, sharoy. We always appreciate feedback and suggestions. Feel free to post anytime if you have any other concerns.

Hi,

Here we are in Sep 2023... and I actually find it incredible that not only is this feature still not available in widely used, heavily advertised commercial software... but even more so, someone actually had to explain to the developers what a self-billed supplier invoice was! The mind literally boggles.

I guess this is a classic drawback of financial software being designed by non-financial people and assuming it's naturally fit for purpose! Sadly, this just reinforces my personal viewpoint that QB is simply nothing more than low end "hairdresser" software rather than being suitable for technically savvy finance people - it's certainly not good enough for larger SMEs (with the emphasis on the medium).

Rob