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 By item 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!