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jamiehale
April 12, 2024
Question

Change Work and Business Info on Quickbooks Self-Employed Invoices

  • April 12, 2024
  • 1 reply
  • 0 views

I use Quickbooks Self-Employed and am based in the UK. I want to change the work info on my invoices. This shows us how to set up the work info, but how do you then change it?

https://quickbooks.intuit.com/learn-support/en-uk/help-article/customise-forms/create-invoices-quickbooks-self-employed/L2l1CvwlH_GB_en_GB?uid=luwo5i1l

I have android and web browser access.

1 reply

Clark_B
Clark_B
April 12, 2024

It's nice to see you here in the Community, @jamiehale.

 

I'd be glad to route you so you can change your work info in QuickBooks Self-Employed (QBSE).

 

You can change the work info in your invoices by selecting  Edit work info above the invoice details. Here's how:

 

  1. Go to the left navigation panel, and then select Invoices.
  2. Search for the invoice and then press the drop-down arrow under the Action column.
  3. Select Edit work info.
  4. Edit or change your Name, Email, Phone number, website, street, City, State, and Zip code.
  5. Review it and then select Save.

 

For reference, check below for screenshots:

 

 

 

 

In case you're unable to find the edit work info option. I suggest performing some troubleshooting steps. To start, log in to your account using a private browser. Use these keyboard shortcuts depending on the browser you're using:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

 

If it works, please switch back to your regular browser and clear its cache & historical data. This process helps restore the default setup of the browser. However, private browsing doesn't work, use another supported web engine to get the best and most secure experience with the program.

 

I'll also add this article to guide you in categorizing the transactions you downloaded from your bank: Categorize transactions.

 

Stay in touch with me if there's anything else I can help you with managing your invoices in QuickBooks. I'll be right here to provide the information that you need.

L
Laura West
June 27, 2024

I'm also trying to change my work details on Quickbooks Self-Employed - logo, business name and email address. I can find the 'edit work info' section but when I edit the information it won't let me save the changes, the save button is greyed out - see attached.

M
MirriamM
June 27, 2024

Hi there, Laura.

 

Thank you for sharing the details, especially the screenshot. It helps me understand your situation when updating the work info details in QuickBooks Self-Employed (QBSE).

 

We've been getting reports from other users experiencing difficulties uploading or saving a logo on the Edit work info page. They've encountered the error message "We couldn't save your information. Please try again. Invalid phone number." I'd like to confirm if you've encountered this error as well. This way they can add you to the list of affected users. If not, I still recommend reaching out to our Customer Care Team. They have the necessary tools to investigate this further and identify the root cause of the issue.

 

You can reach out to them by going to the Help menu and clicking Contact us. Then, select QuickBooks Self-Employed as your product. Our live support is available Monday to Friday, 8 AM to 8 PM, and Saturday/Sunday, 8 AM to 6 PM.

 

If you're interested in managing your invoices through your mobile app, you can find a guide on how to do so in this article: Create invoices in QuickBooks Self-Employed.

 

Feel free to visit the Community if there's anything else you need help with in managing your invoices, Laura. We're here to lend a hand.

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