How do I add clients outside of the invoice process?

Hi there, @c_mcgann. I'm here to provide information about adding a client's name to QuickBooks Self-Employed (QBSE).

In QBSE, you can only add customers once creating an invoice. When done, that client's name will automatically be saved on your account which will allow you to select them when creating a new invoice. Here's how:

1. In your QBSE company select the Invoices menu.
2. Next, click the Create invoice button.
3. In the Add customer field, enter the details needed to add a client.
4. Click Save and that client's name will already be recorded on your program.
5. If you're not going to create invoice for that name, you can simply click the X icon located in the upper right part of the page.
6. Then, choose Yes.

It's also easy to modify your client's information. To do so, just go to the Invoices menu to create an invoice. Then, select the customer's name and click the Edit customer info button.

For reference, check this article: Create invoices in QuickBooks Self-Employed. 

Additionally, here's an awesome article that you can access for guidance in categorizing your invoice payments for your taxes: Categorize transactions in QuickBooks Self-Employed.

I'd love to know how this process goes. I'd appreciate any details that you can add. If you have further questions about adding clients in QBSE, feel free to get back in this thread. I'm always ready to lend a hand. Keep safe and take care.