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BradburnAmy
Level 1

Are invoices I send with QB Self Employed automatically entered as income received for tax purposes or do I have to enter them manually as a transaction?

 
1 Comment 1
ReymondO
QuickBooks Team

Are invoices I send with QB Self Employed automatically entered as income received for tax purposes or do I have to enter them manually as a transaction?

Hey there, @BradburnAmy

 

Thanks for asking. Let me share some insights on how invoices will be added as income to your account in QuickBooks Self-Employed (QBSE).

 

When you create an invoice and sent it to your customers, this won't post to your income/expenses. Only sales transactions that were downloaded from your bank can be categorized as income. 

 

If you haven't connected your bank account to QuickBooks, you have to manually enter your transactions or upload them into the program. 

 

Here's how to add a transaction:

 

  1. Click the Transactions menu and select Add transaction.
  2. Enter the details and click Save when you're done.

Additionally, you can manually add your sales into QuickBooks using a CSV file. For more details, check out this article: How to manually import transactions into QBSE.

 

You're more than welcome to visit this thread again if you have any other questions about managing your sales transactions. I'll be more than happy to answer them for you. More power to your business and keep safe.

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