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.

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. 

That works.  Thanks!

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!

What do I do when I save my changes, but the invoice keeps reverting back to its previous saved state? I keep editing an invoice and changing the customer message, then clicking "save as draft." When I re-open the invoice, the old customer message shows up.

I appreciate you for sharing the details of your issue with us, @BMcCarty2012.

I'll share some insights on how to get around the issue your having with your invoice. I recommend logging out and logging back in to your QuickBooks Self-Employed (QBSE) account to refresh it and for the changes to take effect.

If this is not the case, I suggest accessing your account in a private or incognito window and accessing your invoice from there. This way, we can also check if this is a browser caching issue.

The browser uses cache and cookies to swiftly load web pages faster the next time you visit a site. However, when it gets full, it causes an issue that hinders the performance of your account. 

Accessing it via a private window helps us verify the issue as this doesn't store any cache files. To open an incognito window, please refer to these keyboard shortcuts: 

• Ctrl + Shift + N (Google Chrome browser)
• Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browsers)
• Command + Shift + N (Safari browser)

If you're able to save the settings of your invoice, I recommend logging back in to your account via a regular browser and clearing its cache. Using other supported browsers also helps isolate this matter.

When everything is set, you'll want to check out this article that can aid you in swiftly managing your transactions: Categorize transactions in QuickBooks Self-Employed.

I'm only a few clicks away from you if you require more assistance with your invoice or QBSE account. Please feel free to leave the details in your reply and I'll take care of them for you. Keep safe and have a good one!

I try to make an invoice but it won’t allow add a job or price