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multifitkitchens
Level 1

I am on QuickBooks self employed but find it lacking on a few features like the ability to mark part payments on an invoice and also to do quotes. Any idea if any of the packages have these functions?

 
7 REPLIES 7
MaryLandT
Moderator

I am on QuickBooks self employed but find it lacking on a few features like the ability to mark part payments on an invoice and also to do quotes. Any idea if any of the packages have these functions?

I can share what you can do to your invoices in QuickBooks Self-Employed (QBSE), multifitkitchens.

 

The option to make partial payments and do quotes (estimates) are available in QuickBooks Online (QBO).

 

In QBSE, you need to manually mark invoices as fully paid, Then, select Send receipt to email your customer a proof that you received the payment.

 

Let me show you how:

  1. Go to the Invoices menu.
  2. Find the invoice.
  3. Select the small arrow ▼ icon in the Action column.
  4. Select Mark as paid.
  5. Choose Send receipt to send your customer proof you received their payment.

Check out this article for the workflow and additional information: Create invoices in QuickBooks Self-Employed.

 

If you wish to move your QBSE data to QBO, feel free to read through this page: Switch from QuickBooks Self-Employed to QuickBooks Online. It provides detailed information on how to successfully transfer your file. Once done, you can then create invoices and quotes.

 

Let me know if you have follow-up questions by commenting below. I'm always right here to help manage your invoices.

multifitkitchens
Level 1

I am on QuickBooks self employed but find it lacking on a few features like the ability to mark part payments on an invoice and also to do quotes. Any idea if any of the packages have these functions?

If I move to qbo will I still have all the functions I have with qbse? Ie mileage tracker?

Ashleigh1
QuickBooks Team

I am on QuickBooks self employed but find it lacking on a few features like the ability to mark part payments on an invoice and also to do quotes. Any idea if any of the packages have these functions?

Hello Multifitkitchen, 

 

Yes, you can still do mileage tracking on our small business products you just need to be the master admin. 

 

This link will tell you what our small business products offer and the price of them. 

multifitkitchens
Level 1

I am on QuickBooks self employed but find it lacking on a few features like the ability to mark part payments on an invoice and also to do quotes. Any idea if any of the packages have these functions?

Can I request a callback please 

Ashleigh1
QuickBooks Team

I am on QuickBooks self employed but find it lacking on a few features like the ability to mark part payments on an invoice and also to do quotes. Any idea if any of the packages have these functions?

Hello Multifitkitchens, 

 

What are you wanting a call back for? Is it to purchase one of our products from the sales team? 

multifitkitchens
Level 1

I am on QuickBooks self employed but find it lacking on a few features like the ability to mark part payments on an invoice and also to do quotes. Any idea if any of the packages have these functions?

Yes

JasroV
QuickBooks Team

I am on QuickBooks self employed but find it lacking on a few features like the ability to mark part payments on an invoice and also to do quotes. Any idea if any of the packages have these functions?

Thanks for the clarification, @multifitkitchens.

 

I’d be glad to guide you on how to request a callback from us. Here’s how:

 

  1. Sign in to your QuickBooks Self-Employed (QBSE) account.
  2. Go to the (?) Help icon.
  3. Click Contact us.
  4. Type a brief discussion of your concern and click Continue.
  5. Then select Get a callback.
  6. Enter the needed information and click Confirm my call.

Additionally, to help you decide if QuickBooks Online (QBO) is best for your business, I encourage you to try our 30 days free trial. This way, you’ll learn how QBO works before you subscribe.

 

Let me know if you have other questions about managing your QBSE account. I’ll be around to help you out. Stay safe and well!

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