Taking payments outside of QBSE

It's my priority to ensure your transactions are accurately tracked, jdhumpf.

Once you find the right app that you can integrate with QuickBooks Self-Employed, you can add the transactions in the program manually by creating a separate line item. Then, enter the amount for the sales tax.

Here's how:

1. Go to the Invoices menu and then select Create invoice.
2. Choose Add product or service.
3. Select the Product or Service drop-down menu.
4. Click on + Add new.
5. Enter the sales tax name and the rate.
   
   
6. Once done, click on Save.

For more details, please see this article: Manually Track Sales Tax in QuickBooks Self-Employed.

Additionally, I've included our QuickBooks Self-Employed Overview for future reference. There, you're able to see how the program helps you track everything throughout the year.

If there's anything else that I can help you with, please let me know in the comment section below. I'm always here to help you out.

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@jdhumpf wrote:

I am looking elsewhere for CRM and invoicing without breaking the bank.

 

@jdhumpf 

How much is your budget?