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riley-reginald
Level 1

Using QB self-EMPLOYED, HOW DO YOU CREATE A REPORT OF INVOICES?

 
5 Comments 5
KlentB
Moderator

Using QB self-EMPLOYED, HOW DO YOU CREATE A REPORT OF INVOICES?

Hi there, riley-reginald.

 

Currently, the option to create an invoice report is unavailable in QuickBooks Self-employed. At times, we roll out updates based on our customers' suggestions. Rest assured, we're taking note of your ideas to improve your QuickBooks experience.

 

For now, you can see all of your open and completed invoices on the Invoices menu. Additionally, this is where you can print or export them as PDFs, and send reminders for the overdue ones.

 

With QuickBooks Self-Employed, you can also personalize the invoices so your customers will recognize your brand.

 

To more about the latest updates and enhancements of the Invoicing feature, you can read this article.

 

As always, I'm just a post away if you have any other concerns or follow-up questions. Have a great rest of the day.

riley-reginald
Level 1

Using QB self-EMPLOYED, HOW DO YOU CREATE A REPORT OF INVOICES?

I don't see the option to print or export the invoices.  Can you advise?

Kristine Mae
Moderator

Using QB self-EMPLOYED, HOW DO YOU CREATE A REPORT OF INVOICES?

You can print or export the invoices, Riley-reginald. Let me show you:

  1. Go to the Invoices tab.
  2. Select the invoice.
  3. Click the Send reminder drop-down arrow, then select either Print or Export as PDF.

 

For more information, please check this article on how to create invoices in QuickBooks Self-Employed.

 

Get back to this thread if you have more questions. We'll reply as soon as we can.

hello110
Level 1

Using QB self-EMPLOYED, HOW DO YOU CREATE A REPORT OF INVOICES?

Why, after over 2 years, is this still not possible?  You can't pull a report of invoices created, or invoices paid, or the date they were paid... I am in disbelief that this isn't possible.

DHeraV
Moderator

Using QB self-EMPLOYED, HOW DO YOU CREATE A REPORT OF INVOICES?

Hello there, @hello110.

I can see the advantage of having the option to run a report for the paid/unpaid invoices to be able to track sales transactions in QuickBooks Self-Employed (QBSE). However, it's still unavailable in QBSE.

We hear your suggestions and recognize your need for this report to be added to QBSE, and we'd love to hear your input. I recommend leaving feedback to notify our engineers about the feature you need. This way, they can consider adding it in future updates.

To send your input, here's how:
 

  1. In your QBSE account, click on Assistant.
  2. Type in Feedback.
  3. Select Add a feature.
  4. Enter your inputs.

 

Moreover, I'll also share this link where you can search for articles that can guide you in managing your QBSE account: QuickBooks Self-Employed Help Articles.

 

Feel free to leave a reply if you have additional QuickBooks-related queries. The Community team always has your back. Keep safe.

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