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susan76
Level 2

Hi there, I'm doing a trial w/ SE, and I'm wondering 2 things. on invoices: how do I get the words "invoice details" off of the invoices. 2) can I manually import a banking statement without connecting to my bank on QBs?

 
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Best answer April 06, 2020

Best Answers
BettyJaneB
QuickBooks Team

Hi there, I'm doing a trial w/ SE, and I'm wondering 2 things. on invoices: how do I get the words "invoice details" off of the invoices. 2) can I manually import a banking statement without connecting to my bank on QBs?

Thanks for choosing QuickBooks to help you with your account needs, @susan76.

 

I've got some insights to share about your concerns for QuickBooks Self-Employed.

 

At this time, being able to customize and get off the "Invoice Details" word on the invoice template isn't available. The system has its default template, which helps you create professional-style invoices.

 

To learn more about how invoices work in QBSE, please check out this link: Create an invoice in QuickBooks Self-Employed.

 

On the other hand, yes, you can manually add your bank transactions in QuickBooks Self-Employed without connecting your bank account. 

 

Here's how:

  1. Go to the Transaction menu at the left.
  2. Select on Add Transaction.
  3. Enter the amount and a brief description.
  4. Browse the Select a category menu and choose the best option to organize your transaction. 
  5. If you have a receipt, you can drag and drop it onto the form.
  6. When you’re ready, select Save.

For complete details about this process, you can visit this reference: Manually add transactions in QuickBooks Self-Employed.

 

I'm also adding here some great articles that can help you with categorizing your transactions and on how to navigate QBSE with its functions:

If there's anything else that I can assist you you with, let me know. I'll make sure you're taken care of. Have a lovely day, Susan.

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2 Comments 2
BettyJaneB
QuickBooks Team

Hi there, I'm doing a trial w/ SE, and I'm wondering 2 things. on invoices: how do I get the words "invoice details" off of the invoices. 2) can I manually import a banking statement without connecting to my bank on QBs?

Thanks for choosing QuickBooks to help you with your account needs, @susan76.

 

I've got some insights to share about your concerns for QuickBooks Self-Employed.

 

At this time, being able to customize and get off the "Invoice Details" word on the invoice template isn't available. The system has its default template, which helps you create professional-style invoices.

 

To learn more about how invoices work in QBSE, please check out this link: Create an invoice in QuickBooks Self-Employed.

 

On the other hand, yes, you can manually add your bank transactions in QuickBooks Self-Employed without connecting your bank account. 

 

Here's how:

  1. Go to the Transaction menu at the left.
  2. Select on Add Transaction.
  3. Enter the amount and a brief description.
  4. Browse the Select a category menu and choose the best option to organize your transaction. 
  5. If you have a receipt, you can drag and drop it onto the form.
  6. When you’re ready, select Save.

For complete details about this process, you can visit this reference: Manually add transactions in QuickBooks Self-Employed.

 

I'm also adding here some great articles that can help you with categorizing your transactions and on how to navigate QBSE with its functions:

If there's anything else that I can assist you you with, let me know. I'll make sure you're taken care of. Have a lovely day, Susan.

Fiat Lux - ASIA
Level 15

Hi there, I'm doing a trial w/ SE, and I'm wondering 2 things. on invoices: how do I get the words "invoice details" off of the invoices. 2) can I manually import a banking statement without connecting to my bank on QBs?

@susan76 

As additional note, make sure to open a NEW account with a current discounted plan. You may get a discounted price for up to 6 months. If you pay it in Trial account, you will pay the regular price. For QBSE, currently company offers $1/month for 12 months.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo 

 

Good luck!

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