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January 2, 2022
Question

Just starting with QB Self-Employed. I need to add my clients but can't seem to see how to do that.

  • January 2, 2022
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1 reply

MJoy_D
January 2, 2022

Welcome and thank you for choosing QuickBooks Self-Employed (QBSE), @vicstclair1.

 

The feature to add your clients or customers in QBSE is currently unavailable. However, the app will remember your client's information once you've added or entered it before when creating an invoice. 

 

For more information about setting up your invoice preferences, creating, processing, printing, and exporting them as PDFs, and sending reminders for overdue ones, refer to this article: Create invoices in QuickBooks Self-Employed.

 

Once you've received your customer payments, you can manually add transactions in QuickBooks Self-Employed. Then, the following article will guide you on how to categorize transactions in QuickBooks Self-Employed.

 

Please let me know if you have any questions about your invoices. Let me know in the Reply section below. Keep safe and enjoy the rest of the day!