Skip to main content
H
hello218
March 23, 2024
Question

I have QB Self Employed and used to run a report of all invoices to double check my 1099s for tax purposes. This option no longer exists - does anyone know how to do this

  • March 23, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

C
CamelleT
March 23, 2024

I recognize the importance of running a report of all your invoices, hello218. 

 

In QuickBooks Self-Employed (QBSE), the invoice report feature is unavailable. QBSE only supports certain reports. I have attached a photo below to show you the available reports you can run. 

However, if you wish to view the transactions, you can go to the Invoices menu.

 

Since you mentioned that you used to run this invoice report in the past, may I know how you previously ran it?

 

Lastly, here's a helpful reference to customize your sales form: Create invoices in QuickBooks Self-Employed.

 

As always, I'll be around if you need further assistance running reports in QBSE. 

H
hello218Author
March 23, 2024

I would run the report from the invoices tab. Select the year I was looking for and export (similar to how you can export in the transactions page). 

 

This was extremely helpful to sort my invoices to determine what 1099s I needed and cross check to ensure clients sent the correct amount on their 1099s. I would also run the report monthly to see what my income for the month would be to forecast for the year. 

 

The reports page does not have anything that is similar to this. The income summary just lists all the amounts received without any details. 

Terms & ConditionsAccessibility statement