Adding invoices as income on Quickbooks self employed.

Thanks for the quick reply.

I noticed that when viewing on the laptop I can see my invoices which have been paid in the summary section and the amount but as you say it does not appear under transactions or tax. 

So for now would I need to pdf save each paid invoice, then send via email/scan  under transactions and mark as Business Income for it to be included?

It would make sense if this could be an option when marking an invoice as paid as its quite a bit extra work needed to add it in manually. Or am I missing something obvious?

Cheers

James

Thanks again. The problem I have is I often hold on to cash for a week or so before paying it in and pay in one lump sum. So when pupil has lesson and pays £42 cash I generate an invoice and then mark it as paid. The issue is I may then pay in £500 odd pound in one lump to the bank so can't see how I can allocate individual payments unless they pay by bank transfer.

The work around I am using is to save each invoices as a PDF and then email them to quickbooks. Then edit each one and change the amount from  -£42 to plus £42 and categorise as Business income. This just takes some time. I can't see why a button could not be added so when you mark an invoice as paid it could be added as business income automatically?

Thanks for your input.

James

Another annoying issue is when reviewing transactions I can't alter the amount via the android app. The amount is greyed out. Thus when I send in my paid invoices they are all marked as -££££. I have to log on the laptop to review an change the amount to from negative to positive. I have emailed support about this as seems as it may be a bug on the app.

Hi Jlo31

The ability to allocate out a batch transaction to separate customers is unfortunately not available in the Self Employed package. I agree it would be much easier to have the mark as paid add the transaction to your income automatically

Both these features are available in our small business packages but not yet in our Self Employed product I can put this forward as feedback to our engineers as we are always looking to improve the features but regarding adding them as  income currently manually adding them as bank transactions individually is the only way in the examples you have given

Regarding the amount being greyed out.It does sound like a bug have you tried resetting the app data on your ios app?

Kind regards

Emma

Thanks Emma, 

I am using android  so If I go under settings ,apps is it safe for me to delete data. I won't loose all my invoices, expenses etc.

The other thing I may try is deleting the app and reinstalling. 

Kind regards 

James 

Hi James

If you go to help on the android Quickbooks app there should be an option that says reset app data. This will sign out the app but not delete anything in it, it should work like a cache reset. then will restart the app and sign back in and let us know if you have the same issue

Kind regards

Emma

Hi, I could not find the reset app but I uninstalled  the app and reinstalled and same issue  I can't edit the amount. Must be a bug. As said I can edit when logged on the laptop.

I've attached a screenshot so you can see how it's greyed out. 

Cheers 

James 

Thanks James

I am just in contact with our Self Employed senior technicians to  see if we can escalate this is issue can you PM me the email address you use for Self Employed Quickbooks?

Regards

Emma

Thanks. Just done so.

Thanks for all your help. 

You are welcome

Thanks James

We will let you know  as soon as there is an update from our senior technicians or a  fix for the app issue

Just further to this can I ask do you add the transactions in via add transaction or via the cog in the top right and imports?

Kind regards

Emma

By adding transactions and snapping receipt. 

Regards 

James 

Hi Jlo31,

I have let @EmmaM know you've replied.

I had a thought of a different route you could take it, one which removed the need to snap anything to the transactions. As Emma mentioned, the facility to have the paid invoices affect the business income, have you tried to create a manual csv of all your cash income? For example, when your students pay cash; mark it down on an excel document on your mobile device or note the amount and date somewhere to later be added onto an excel document.

You could then take the excel document, put the Date they paid you in a date column, put Cash Payment from #name (as an example) in the description column, and put the amount in the amount column as a positive number. When you save it as a .csv file; you could then import this supplementary to your banking connections feed of transactions. If you'd like to know more about this option, Let me know and I'll elaborate on any questions you have.

I'll check in with Emma and she may post herself, if not I'll send another message shortly.

Thanks,

In relation to your discussion with emma, can you PM me or @EmmaM with your Email Address?

Thanks

Thanks, I hear what you say about the excel sheet but I quite like having the invoices in on the transactions. Just to clarify what I do is email the pdf of the invoices to yourselves and then manually edit the title of each invoice and change it to business income.

I use the snap feature for capturing fuel receipts and other expenses. I think I will just keep going as I am but as said would be useful to be able to edit any incorrect receipts which I can only do by viewing online from a laptop at the moment. I am sure I used to be able to do this from the app.

Thanks for all your help

James

Any idea on when this will be available for the self-employed package? It's quite a poor service that we have to manually input the information.   I use Quickbooks in my day job, and it's much more able to "match" things - I can't believe that there isn't an equivalent on self-employed.

Hello there, @WilandRae.

Thank you for taking the time posting in the Community. I can see how an option to add invoices as income in your QuickBooks Self-Employed account is helpful to your business. 

As of the moment, I'm unable to provide a definite time frame on when this will be available. For now, you'll have to either connect your bank accounts to QBSE, or download and manually upload your transactions to QuickBooks.

Additionally, you can visit the Small Business & Self-Employed Blog and register to our Newsletter to receive email updates about the product and the latest applications added in QuickBooks.

Feel free to hit that Reply button if you have any other questions. I'll be happy to help you out. 

I have add all of my business receipts in and it shows the total as a negative number. Now where do I add my companies income at before I close 2019 out and get my figures for the past year 

It's great to have you here, @Theresem723.

You can manually add your 2019 income transactions with QuickBooks. I can guide you on how to do it.

Here's how to manually add your income:

1. Go to the Transaction menu.  
2. Click the Add Transaction button
3. Enter the transaction detail.
4. Click the Date field box to enter the correct month.
5. Hit Save.

Once completed, make sure to categorize your transaction as Business Income. You can browse this article for additional insights: Manually add transactions in QuickBooks Self-Employed.

On the other hand, if you're recording multiple income transactions, you can import it using a CSV file. First, determine the date range of the income transactions you want to record. Then, download it from your bank and review its file format. You can use either of these:

You can use this article for more detailed steps in the importing the transactions: Add older transactions to QuickBooks Self-Employed

Also, you visit these articles to learn more about tracking your income and expense transactions:

• About SA103F Categories
• Three tax calculations to help you at tax time
• Categorise and edit transactions in QuickBooks Self-Employed

Know that I always here to help if you have other questions. I'm just a few clicks away.

This thread is highlighting a missing option in the invoice menu, the one on the invoice line that after an invoice has been sent asks "Mark as Paid". This should allow the invoice to be added to income without the need to connect a bank account or duplication of data entry.

Please make this trivial fix as it would be of real value to your customers time!

Thank you

Hi bldgzr Thanks for reaching out to us here on the Community. I'll certainty submit your feedback to our developers, no problem at all, and hopefully in the future they maybe able to implement a function that when an invoice is marked as paid it creates the income transaction.

Thank you