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coverallamy
Level 1

Are you able to create a proposal ?

 
1 Comment 1
JamesDuanT
Moderator

Are you able to create a proposal ?

Hello coverallamy,

 

In QuickBooks Self-Employed, we're unable to create proposals or estimates. Instead, we'll directly enter invoices. When you first create an invoice, you'll be asked to update your business information. Afterwards, you can enter the invoice details.

  1. Select Invoices on the left menu.
  2. Click the Create invoice button.
  3. Enter the details of your first invoice.
  4. Click Send invoice once you're done.
  5. Click Send.


When the customer pays the invoice, you can easily click Mark as paid. Then, you'll be asked to send a payment receipt which you can Skip or Send.

 

If you want your customers to pay the invoices online, you can set up your payments account. Follow the steps in this article to get it working: Let Your Client's Pay You Online.

 

You can also check out the QuickBooks Self-Employed Overview link. This'll provide details on what you can and cannot do on the program.

 

This has been made easy in QuickBooks Self-Employed for you to better manage your business.

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