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coachcheryl
Level 1

Solopreneur isn't working like it should since I had to switch from self-employed. 1) I can't mark old invoices paid. I search for the invoice # but it isn't found.

2) If I try to send an invoice it asks me to setup my account EVERY time and nothing gets sent.
3) When I go to print an invoice my logo isn't there even though it is in my setup.
6 Comments 6
FateCandylaneT
QuickBooks Team

Solopreneur isn't working like it should since I had to switch from self-employed. 1) I can't mark old invoices paid. I search for the invoice # but it isn't found.

Let's work together in managing tasks of your customer sales transactions in QuickBooks Solopreneur (QBSP), coachcheryl.

 

When recording customer-paid invoices, let's ensure you've selected the correct Deposited to bank option to link the payment transaction available to the open invoice entry. If the transaction isn't visible yet, your bank is still processing it. 

 

receive payment.png

 

On the other hand, you'll need to make sure filters are applied when searching for the invoice reference number from the Search section. Review all details so all transactions are available. I'm also including this reference to guide you in managing customer invoice transactions: Create invoices in QuickBooks Self-Employed.

 

search invoice.png

 

For issues two & three, sometimes stored cache files can cause an interruption while using the program features. Let's consider performing some troubleshooting steps to rule out the possibility of a browser issue. I'd suggest opening your QBSP account in a private window. You can refer to these keyboard shortcuts to open one:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Shift + N

 

invoice logo.png

 

If these details are successfully populating, you may go back to your default browser and clear its cache or use a different supported browser.

 

Moreover, you can utilize this resource to learn more about the program and its features: Introduction to QuickBooks Solopreneur.

 

If there's anything else you need further assistance with when managing your account, keep me posted in this thread. I'll make sure to provide the best help, so you can keep your business going. Stay safe and have a great day ahead!

coachcheryl
Level 1

Solopreneur isn't working like it should since I had to switch from self-employed. 1) I can't mark old invoices paid. I search for the invoice # but it isn't found.

I don't have a get paid option. In fact, where you have that menu on the left I just have a black rectangle.

 

I tried matching some transactions to my bank. NOTE: In self-employed I never linked my bank and it wasn't an issue. Even with finding the invoices, it isn't marking them as paid.

MJoy_D
Moderator

Solopreneur isn't working like it should since I had to switch from self-employed. 1) I can't mark old invoices paid. I search for the invoice # but it isn't found.

I can assist you with resolving the missing get paid option, @coachcheryl 

 

The missing Get paid button can be caused by the piled up cache in your browser. Deleting browser cache and Intuit-specific cookies will fix the issues you're experiencing. You'll just have to start by signing in to your QuickBooks Online (QBO) account using a private browser. It'll help isolate the issue as it doesn’t store data in the cache. You can refer to the keyboard shortcuts provided by FateCandylaneT above

 

If it works, here's how to clear cache and cookies to fix issues. You may need to refresh any open web pages for the changes to take effect. 

 

Here are some articles that can help you with adding, organizing, and sending invoices in QuickBooks Solopreneur: Invoices and payments

 

Let me know if you need more help about resolving the missing get paid option. I'm always here to assist. Have a wonderful day!

coachcheryl
Level 1

Solopreneur isn't working like it should since I had to switch from self-employed. 1) I can't mark old invoices paid. I search for the invoice # but it isn't found.

I appreciate all of the attempts to help! I tried private browsing windows in Chrome and Safari and those details are still not populating for me. What other options do I have now that Self-Employed is gone? Can I get a partial refund?

coachcheryl
Level 1

Solopreneur isn't working like it should since I had to switch from self-employed. 1) I can't mark old invoices paid. I search for the invoice # but it isn't found.

I appreciate all of the attempts to help me! I tried private browsers in both Chrome and Safari and I am still not seeing those options. What other options do I have now that Self-Employed is no longer available? Can I get a partial refund of my subscription?

Ivan_G
QuickBooks Team

Solopreneur isn't working like it should since I had to switch from self-employed. 1) I can't mark old invoices paid. I search for the invoice # but it isn't found.

I acknowledge that efficient management of invoices is crucial for any business, coachcheryl. We appreciate all the troubleshooting steps you've tried on your end. 

 

Since the issue persists, I recommend contacting our Customer Care Team. They can lend a hand and investigate this matter so you can seamlessly proceed with your business activities.

 

Kindly follow the steps below to reach them:

 

  1. Log in to your QuickBooks Solopreneur account.
  2. Click (?) Help and select the Search tab.
  3. Press Contact Us and enter the appropriate topic of your concern to connect to the right expert.
  4. Choose a way to connect with us:
  • Have us call you - get a call back from the next available agent.
  • Chat with us - start a conversation with support personnel.

 

On the other hand, customers can request a refund for a QuickBooks subscription within 60 days of purchase. Please know it's subject to eligibility and the QuickBooks product you subscribe to. For more details, please check this article: Request a refund for your QuickBooks product.

 

Finally, to help you better understand QuickBooks Solopreneur, kindly check the articles below: 

 

 

These can help you work around the system and manage your invoices accordingly in the program.

 

I'm always prepared if you have more questions about your invoices or any other QuickBooks-related concerns. Kindly leave a comment below, and I'll promptly lend a hand.

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