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boardeq
Level 1

How do I add a Client to Quickbooks Self-Employed in order to add 1099 Misc?

 
3 Comments 3
Angelyn_T
QuickBooks Team

How do I add a Client to Quickbooks Self-Employed in order to add 1099 Misc?

Hello, @boardeq.

 

The client must be added as a contractor in the QuickBooks Online (QBO) account. After the invite or  setup, the client will automatically receive the invite and will be asked to add their details. Plus, they'll get a free version of QuickBooks Self-Employed (QBSE) so they can safely submit their details and view 1099s online.

 

To add a contractor in QBO:

 

  1. Click on Workers at the left pane, then select Contractors.
  2. Tap on the Add a contractor button beside Prepare 1099s.
  3. Fill in the name and email under the Add a contractor window.
  4. Hit on the Add contractor button to record the information.

 

For additional information about the adding contractors as well as 1099s in QBSE, check out these articles:

 

Let me know if you have any other questions. I'm a post away to help. Have a good day!

boardeq
Level 1

How do I add a Client to Quickbooks Self-Employed in order to add 1099 Misc?

I'm not in QB Online. I'm in QB Self-Employed.

I want to add all my clients (people that send me 1099s) into my system.

Why isn't just a add client button? I don't need to have them accept anything.

If I start adding in income from checks, how would I assign to a client if I can't add a client?

 

The only clients I have in there now are clients that sent me a 1099 with Quickbooks.

Rasa-LilaM
QuickBooks Team

How do I add a Client to Quickbooks Self-Employed in order to add 1099 Misc?

Thanks for adding more information about the issue, @boardeq.


QuickBooks Self-Employed is a program that helps businesses manage both personal and business expenses. Since it’s a single-entry accounting, the option to add clients, employees and contractors is unavailable at this time.


When you receive a payment from your client, you’ still be able to assign a client name. The Invoices page contains columns for the customer’s data.

 

To create one, let me show the steps. The steps are simple and easy.

 

  1. Go to the Invoices menu on the left panel to select the Create invoice button.
  2. This will take you the transaction’s page.
  3. From there, click on the Add customer link to select the Add new option.
    invoice1.png
  4. A screen will display where you can enter your client’s information.
    invoice.png
  5. Hit the Save button to keep the changes.

For more information about the Invoicing feature, check out the Create an invoice in QuickBooks Self-Employed guide. It outlines the instructions on how to enter the transaction using a browser or a mobile device.


Additionally, the following article provides an overview of the processes you can perform using the program: QuickBooks Self-Employed.


Let me know in the comment section if you have any other concerns. I’ll be right here to help and make sure you’re taken care of. Have a good one.

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