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Level 1

How do I enter a transaction against my ledger that needs to be billed to a customer?

 
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QuickBooks Team
QuickBooks Team

How do I enter a transaction against my ledger that needs to be billed to a customer?

Let me guide you on how to enter a transaction against your ledger, evinsmj.

 

We can enter it as an invoice where you can add products and services and send them to your customers. All open and completed invoices on the Invoices menu allows you to print, export them as PDFs, and send reminders for overdue ones. Here's how to create an invoice:

 

  1. Go to Invoices from the left menu, then select Create invoice.
  2. Choose an existing customer, or create a new one by entering their name, address, and email address.
  3. Decide when you want to be paid by and set the date in the Due Date field.
  4. Select Add product & service to add items or services you sold. Enter a description of the service.
  5. Choose Flat rate or By hour from the drop-down menu.
  6. You can also select Bitem if you're charging for a product. Enter an amount and select Add to invoice.
  7. To add more items to the invoice, hit Add work.
  8. Press Send invoice to email your invoice. You can also select the arrow and Preview to see what your customer will receive.

For more details about this one, check out the Create invoices in QuickBooks Self-Employed article. Just in case your customer wants to make a payment right now or already paid you, we can enter the transaction manually in QuickBooks Self-Employed (QBSE). 

 

Feel free to visit our QBSE Help Article page for more insights about managing your business in your account. 

 

I'll be right here to continue helping if you need a hand with running reports or any QBSE related. Assistance is just a post away. Take care always.

Highlighted
Level 1

How do I enter a transaction against my ledger that needs to be billed to a customer?

My question is not how to enter a transaction. My question is how to bill a transaction to a client on an invoice?

Highlighted
Level 1

How do I enter a transaction against my ledger that needs to be billed to a customer?

My question, however, is how to bill a client for a transaction? Is there a way to link transactions on the ledger to be billed on the invoice?

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Moderator

How do I enter a transaction against my ledger that needs to be billed to a customer?

You're unable to link transactions on the ledger, evinsmj.

 

If you're using QuickBooks Self-Employed, the only way to bill your customer is to create an invoice. Following my colleague's steps on how to create one, you'll be good to go.

 

Once you receive the payment from the customer, mark the invoice as paid. And locate the transaction to categorize it as income.

  1. Go to the Invoices menu at the left pane.
  2. Locate the specific invoice, then tick the drop-down option under the Action column.
  3. Pick Mark as paid.

You can also turn on payments in QBSE, check this article to know how: What's new with QuickBooks Self-Employed Invoicing?

 

I'll be here if you have additional questions about invoicing in QBSE.

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