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Kurt_M
QuickBooks Team

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The QuickBooks Self-Employed (QBSE) platform allows only one custom invoice template, Judy. You'll need to manually edit the invoice to modify the messages for your customers. I'll provide more details below to give you insights.

 

Unlike QuickBooks Online (QBO), QBSE focuses on the needs of freelancers, independent contractors, and sole proprietors. It assists users in managing their finances by tracking income and expenses, estimating quarterly taxes, and organizing receipts. Key features of QBSE include mileage tracking, invoicing, and seamless integration with TurboTax for simplified tax filing, while QBO is for various financial management tasks for small businesses. For feature comparison, you can visit this page: https://quickbooks.intuit.com/accountants/compchart/

 

On the other hand, explore this article to get reports and track customer transactions in QBSE: Export transactions and get reports in QuickBooks Self-Employed.

 

Count me in if you need assistance with tracking record transactions in QuickBooks. You can also ask more questions about the program, and I'll respond as soon as possible. Stay safe.

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