"Under expenditure it shows income and expenses. But my income does not include my invoices. How do I add my invoices income or will this package add this automatically at the year end. Thanks"

jim-p-borabora-p · ‎February 03, 2021

GlinetteC · ‎February 03, 2021

Glad to have you here, jim-p-borabora-p. I'm here to help you figure this out.

In QuickBooks Self-Employed, marking the invoice as paid will not automatically tag this as income since the Invoices page is not connected to your Transactions page. You would need to record the income through the Transactions tab by selecting the Business income on the transaction line, as the invoices are non-posting.

Here are the steps:

Click the Transactions menu and select Add transaction.
Enter all the needed information.
Select the income category.
Click on Save.

That's it! Feel free to comment below if you have any additional questions. I'm here to keep helping.

View solution in original post

GlinetteC · ‎February 03, 2021

Glad to have you here, jim-p-borabora-p. I'm here to help you figure this out.

In QuickBooks Self-Employed, marking the invoice as paid will not automatically tag this as income since the Invoices page is not connected to your Transactions page. You would need to record the income through the Transactions tab by selecting the Business income on the transaction line, as the invoices are non-posting.

Here are the steps:

Click the Transactions menu and select Add transaction.
Enter all the needed information.
Select the income category.
Click on Save.

That's it! Feel free to comment below if you have any additional questions. I'm here to keep helping.

El Hutt · ‎March 05, 2021

This is an absolute pain in the...!!! So, now I have to go back through months of invoices, retyping out all of the details to add transactions to show up as income? Why can't the system just automatically transfer this info across, otherwise what's the point in using this system at all if in the end it creates more work? Isn't there a quicker way of doing this? Is it something we / I should've done when invoicing in the first place to avoid all the extra time this will now require? Very frustrating and not clear at all.

El Hutt · ‎March 05, 2021

Hey Jim see below. Did you manage to sort this out? What a ball ache!

Ashleigh1 · ‎March 05, 2021

Hello El Hutt,

So in the Self Employed account, the invoice page is not linked to the transaction page. The invoice page is just for your reference only. You would still have to record the transaction in the transaction section.

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"Under expenditure it shows income and expenses. But my income does not include my invoices. How do I add my invoices income or will this package add this automatically at the year end. Thanks"