Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

I'm manually submitting the clients form for invoicing and receiving e payments for services. How do I best track this in QB Self Employed? Do I need to create anything

 
Solved
Best answer November 28, 2020

Best Answers
QuickBooks Team

I'm manually submitting the clients form for invoicing and receiving e payments for services. How do I best track this in QB Self Employed? Do I need to create anything

Tracking invoices in QuickBooks Self-Employed is so easy, rob-latimer-righ.

 

You'll have to create an invoice for the services rendered and send it to your customer so it would mark as paid. Here's how:

  1. Click Invoices on the left menu, then select Create invoice.
  2. Select a customer, or create a new one by entering their name, address, and email address.
  3. 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. Select Flat rate or By hour from the drop-down menu. Or select Bitem if you're charging for a product. Enter an amount. Then select Add to invoice.
  6. To add more items to the invoice, select Add work.
  7. When you're ready, select Send invoice to email your invoice. You can also select the arrow and Preview to see what your customer will receive.

If you use QuickBooks Payments, we do this automatically. However, if you want to manually mark the invoice as paid, you can use another processing service.

 

Also, QuickBooks Self-Employed calculates federal estimated quarterly tax payments so you know how much you pay each quarter. For future reference, you can read this article: Pay Federal Estimated Taxes In QuickBooks Self-Employed (QBSE).

 

Reach out to us if you have any other concerns about invoicing. Remember that we're always right here to assist you in everything that isn't clear to you. Have a great day onwards!

View solution in original post

2 Comments
QuickBooks Team

I'm manually submitting the clients form for invoicing and receiving e payments for services. How do I best track this in QB Self Employed? Do I need to create anything

Tracking invoices in QuickBooks Self-Employed is so easy, rob-latimer-righ.

 

You'll have to create an invoice for the services rendered and send it to your customer so it would mark as paid. Here's how:

  1. Click Invoices on the left menu, then select Create invoice.
  2. Select a customer, or create a new one by entering their name, address, and email address.
  3. 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. Select Flat rate or By hour from the drop-down menu. Or select Bitem if you're charging for a product. Enter an amount. Then select Add to invoice.
  6. To add more items to the invoice, select Add work.
  7. When you're ready, select Send invoice to email your invoice. You can also select the arrow and Preview to see what your customer will receive.

If you use QuickBooks Payments, we do this automatically. However, if you want to manually mark the invoice as paid, you can use another processing service.

 

Also, QuickBooks Self-Employed calculates federal estimated quarterly tax payments so you know how much you pay each quarter. For future reference, you can read this article: Pay Federal Estimated Taxes In QuickBooks Self-Employed (QBSE).

 

Reach out to us if you have any other concerns about invoicing. Remember that we're always right here to assist you in everything that isn't clear to you. Have a great day onwards!

View solution in original post

Level 1

I'm manually submitting the clients form for invoicing and receiving e payments for services. How do I best track this in QB Self Employed? Do I need to create anything

This was helpful.  Got it figured out.  Thanks,

Need to get in touch?

Contact us