Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
F
FD Capital
May 20, 2019
Solved

Self Billing

  • May 20, 2019
  • 2 replies
  • 0 views

Hi,

 

I am trialing Quickbooks to see if it meets my needs.  I run my own niche recruitment agency and are looking for a way to offer self billing for my employees/contractors.  I invoice my end clients in the normal way, but my subcontractors are self employed and I want to offer a simple standard way for them to invoice my business on a weekly basis.  Often the invoices are the same ever week.

 

Is there any way to do this with quickbooks?

 

Thanks

 

Adrian

Best answer by Ryan_M

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 @amit175,

 

Self-billing is a feature that isn't included in QuickBooks Online (QBO) at this time. 

 

I believe a workaround has been provided on this thread already. I also understand how our users would find this feature a big help, and with that said, we've taken note of this idea. 

 

You can visit this page to learn about new features released every month: The QuickBooks Blog.

 

Tell me if you have other questions by posting a comment below. I'll get back to you.

2 replies

P
payment after leaving
Level 10
May 20, 2019

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.

F
FD CapitalAuthor
May 20, 2019

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.

P
payment after leaving
Level 10
May 20, 2019


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

Y
Yanti Pegler01
August 16, 2019

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

C
Charies_M
Level 9
August 16, 2019

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.

A
amit175
November 15, 2019

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. 

    Need QuickBooks guidance?
    Log in to access expert advice and community support instantly.
    Terms & ConditionsAccessibility statement