I'm a dog walker and I'm trying out QuickBooks Self-Employed for the first time. Up until now, I've created individual client accounts using my own spread sheets, manually entering the work done versus payments received. In this way, I can see if a client owes me money or has overpaid. I don't invoice clients each week, clients just make bank transfers as per the walks they want.
Now, I want to be able to create individual client accounts more automatically from QuickBooks, but I cannot see how to do this. I've imported the bank entries and tagged each one based on which client is which. (I did this by clicking on each payment description to reveal each client's name.) However, I can't see how to generate an individual client spreadsheet to check work done versus payments for each client. Can anyone help me with this please? Thank you.
