Sales Invoice Option Not Available

Let me clarify about creating sales receipts in QuickBooks Solopreneur, Affinitistyle.

The feature to create a sales receipt in QuickBooks Solopreneur is unavailable. In the meantime, you can use an invoice or record the entry directly as income on the transaction tab. This will allow you to track your income and keep your financial records up to date. 

You may want to check out this article to know more about the available features in the program: Introduction to QuickBooks Solopreneur. 

Moreover, I'll be leaving these articles to learn more about QuickBooks Solopreneur

• What is a solopreneur and how to become one
• What is a solopreneur? Beginner’s guide and examples

You are always welcome to revisit this page if you have a follow-up question or concern. I'll be right here to assist anytime.

Thanks for the above, that works but I wasn’t aware you couldn’t record sales initially. A few extra questions a if you’re able to help please?

1/ Can i switch from solopreneur at a later date if it’s unsuitable and keep all my history, products and customer details?

2/ It looks like i can only accept “cash” as a choice to pay the invoice?

3/ I currently receive most of my transactions via Square, Venmo and looking to add Zelle. Do i need to record these as cash transactions as it doesn’t look like they integrate directly?

4/ Will “Sales” be added a future feature? Seems a bit clunky to have to use Invoice as a workaround?

Thanks

Ben

I can help handle your sales transactions, Ben.

In QuickBooks Solopreneur, you'll have to cancel your account and start a new QuickBooks subscription to switch versions. Your data remains accessible in read-only access for one year after the cancellation.

To keep your data, I suggest exporting your books into an Excel. Here's how:

1. Go to the Gear icon.
2. Under Tools, select Export data.
3. Choose the transactions you want to export.
4. Click Export to Excel.

For more details, check this link: Export reports, lists, and other data.

Additionally, you can accept cards or use Automated Clearing House (ACH) payment to pay invoices.

Furthermore, you can connect the Square, Venmo, and Zelle apps in the program, so you don't have to enter the transactions manually.

We understand your need for the functionality of the sales features in the program and would love to hear your thoughts by sending us feedback on your account. It enables our product developers to consider adding it in the future. I'll guide you on how to do it:

1. Go to the Gear icon.
2. Under Profile, select Feedback.
3. Enter your suggestion.
4. Hit Next.

Moreover, you can visit this page about adding, organizing, and sending invoices in QuickBooks Solopreneur: Invoices and payments. 

Let me know if you need more help managing your sales transactions in QuickBooks. I'm always here to assist. Take care.

Hi - thanks for the response.

I'm not sure I follow, the first response says I should use the invoice feature and the second response says I should switch subscriptions away from Solopreneur to something else.

I guess the question is should I be using Solopreneur as a single person business or do I need to use a different subscription type.

Thanks

Hello there, Affinitistyle. I see that you're looking for clarification on Solopreneur and other subscriptions in QuickBooks. I'm here to help and provide insights.

QuickBooks Solopreneur is for single-person businesses, offering limited features. The invoices in QuickBooks are used to collect payment after fulfilling a customer's order, while sales receipts serve as proof of payment for received goods or services. Although sales receipts aren't available in Solopreneur, invoices can be an alternative since they're both used to record sales transactions. 

You can refer to this article for more information on the features of Solopreneur: Introduction to QuickBooks Solopreneur.

Also, I'd like to ask what you mean by switching from Solopreneur. Are you considering canceling the account later if it doesn't meet your needs? If so, you'd need to cancel your QuickBooks Solopreneur subscription and start a new QuickBooks Online subscription.

QuickBooks Online has four versions: Simple Start, Essentials, Plus, and Advance, each with different features tailored to various business needs. It is suitable for small businesses, including both single-person and multi-person organizations.

You can visit this article for more details on the features and functionalities: Pricing and subscription levels for QuickBooks Online.

Furthermore, you can check this page about adding, organizing, and sending invoices in QuickBooks Solopreneur: Invoices and payments. 

Feel free to drop a comment below if you have any other QuickBooks subscription concerns, and I'll be happy to help some more. Have a great day.