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Other Questions
Welcome to the Community space, rubber.
I understand the value of being able to link invoices to income once they've been paid in QuickBooks Self-Employed (QBSE). This should save you a lot of time because it will eliminate the need to track income in an Excel file.
The QBSE software is ideal for freelancers or independent contractors preparing for taxes since this separates business and personal expenses. The Invoicing feature allows you to keep track of how much your customer owes you and when you should be paid. Marking the invoice page doesn't affect your income since it is not connected to the transactions page as my colleague MirriamM outlined above.
I know you require a simple feature to record invoices and sales receipts that are directly linked to income. However, this option isn't available in QBSE. You must create or add the sales transaction to the Transactions page and mark it as income to reflect them in the correct line of your Schedule C report,
It's a great idea to include the option to link the invoice or sales receipt to income. I encourage you to send your product suggestion to our Product Development team directly. They'll review the customer's request and include it in the future update once approved. Click the Assistance button in the top right corner of the page and type in submit feedback. Then, select Add a feature and enter your request.
Furthermore, you may want to consider switching to our QuickBooks Online product, which has a feature that automatically links invoices and sales receipts to your income: QuickBooks Online Plans & Pricing.
Let us know if you have further questions or concerns. We're here to assist you.