invoices

Welcome to QuickBooks Community, Jue4446.

You no longer need to create an invoice to record a payment in QuickBooks Self-Employed (QBSE). I'll share a few ways to record the payment without sending an invoice to the customer.

The easiest way is to connect your business bank account to QBSE. When a payment comes in, it will appear in the Transactions list. You simply categorise it.

Here's how:

1. Sign in to your QBSE account.
2. Select the Transactions menu in the left pane.
3. Choose the specific entry by ticking the box in your transactions feed.
4. Select Business and set the Category to Income.
5. When you're done, select Save.

However, if a payment doesn't go through your connected bank account, e.g., a cash payment, you can enter it manually as a simple income transaction.

Here's how:

1. Go to the Transaction menu and select Add Transaction.
2. Enter the amount and a description.
3. Set the Category to Income.
4. Once done, select Save.

If you need more assistance managing your QBSE account, feel free to return to this thread anytime.