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Level 1

How to I edit my invoices with self-employed online? There is no option to select "edit work info" like every tutorial suggests.

 
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Best answer October 10, 2020

Best Answers
QuickBooks Team

How to I edit my invoices with self-employed online? There is no option to select "edit work info" like every tutorial suggests.

Thanks for getting back here in the thread, @bdrickards.

 

You can change your invoice by clicking the Edit work info and it's located in the invoice toolbar at the bottom part.

 

Let me walk you through the steps on how:

 

  1. Go to the Invoices tab.
  2. Click the Mark as paid drop-down in the invoice section you want to edit.

QBSE invoice.PNG

 

      3. Select the Edit option.

 

QBSE invoice 2.PNG

 

      4. At the bottom part of your invoice, choose the Edit work info.

 

QBSE invoice 3.PNG

 

      5. Edit your invoice.

      6. Once done, save the modified invoice.

 

If you weren't able to see the Edit work info button, you can contact our QuickBooks Support. This way, they can check your account and investigate why the edit button is not showing on your invoice page.

 

I've also added an article to help you enter historical information with the detailed steps.

 

If you have additional questions, please don't hesitate to leave a message in the comment section.

View solution in original post

5 Comments
Moderator

How to I edit my invoices with self-employed online? There is no option to select "edit work info" like every tutorial suggests.

Hello there, @bdrickards.

 

Thank you for posting here in the Community. I can help you edit invoices in QuickBooks Self-Employed.

 

If you're using the web browser to access your account, you should be able to find the Edit work info option on your invoices. It's visible in the upper corner or the header section of the transaction.

 

I suggest you try following these steps:

 

  1. Log into your QuickBooks Self-Employed account.
  2. On the left panel, click Invoices.
  3. Search for the invoice.
  4. Press the drop-down arrow under the Action column. 
  5. Select Edit work info. 
  6. Enter the necessary information.
  7. Hit Save.

In case you're unable to locate the option using the browser, I recommend you perform some troubleshooting steps. I'd first suggest logging into your account using a private browser.

 

Use these keyboard shortcuts depending on the browser you're using:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

If it works, please switch back to your regular browser and clear its cache & historical data. The process helps restore the default setup of the browser.

 

In case private browsing doesn't work, use other supported web engine to get the best and most secure experience with the program.

 

I've also attached an article you can use to learn more about how you can set up online payments for  your customers: Create invoices in QuickBooks Self-Employed.

 

Drop me a comment below if you have any other questions. I'll be happy to help you some more.

Level 1

How to I edit my invoices with self-employed online? There is no option to select "edit work info" like every tutorial suggests.

Unfortunately, that screen does not appear when I select "edit."  I've tried different browsers, incognito mode, etc.   No matter where I look, I don't have the option to change any of the original company information I inputted for the invoice form.  I did everything the way you laid out. 

QuickBooks Team

How to I edit my invoices with self-employed online? There is no option to select "edit work info" like every tutorial suggests.

Thanks for getting back here in the thread, @bdrickards.

 

You can change your invoice by clicking the Edit work info and it's located in the invoice toolbar at the bottom part.

 

Let me walk you through the steps on how:

 

  1. Go to the Invoices tab.
  2. Click the Mark as paid drop-down in the invoice section you want to edit.

QBSE invoice.PNG

 

      3. Select the Edit option.

 

QBSE invoice 2.PNG

 

      4. At the bottom part of your invoice, choose the Edit work info.

 

QBSE invoice 3.PNG

 

      5. Edit your invoice.

      6. Once done, save the modified invoice.

 

If you weren't able to see the Edit work info button, you can contact our QuickBooks Support. This way, they can check your account and investigate why the edit button is not showing on your invoice page.

 

I've also added an article to help you enter historical information with the detailed steps.

 

If you have additional questions, please don't hesitate to leave a message in the comment section.

View solution in original post

Level 1

How to I edit my invoices with self-employed online? There is no option to select "edit work info" like every tutorial suggests.

That works.  Thanks!

QuickBooks Team

How to I edit my invoices with self-employed online? There is no option to select "edit work info" like every tutorial suggests.

Hi there, bdrickards.

 

Thank you for following the steps shared by my colleague above. And, I'm glad to know that it worked. Please know that you're always welcome to post if you have any other concerns. We’re always here to help. Have a good day!

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