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jessicawaterhouse
January 15, 2020
Question

How to calculate profit based on invoices raised, not transactions

  • January 15, 2020
  • 2 replies
  • 0 views

I want to see my profit and loss for each tax year based on the invoices raised in that tax year, regardless of whether they've been paid or not. How can I do this?

 

I am relatively new to QBSE and I have invoiced clients previous to using this software. Can I upload these invoices to QB or do I need to raise replacement ones via QB?

 

Thank you!

2 replies

B
Becky29
January 15, 2020

Hello Jessicawaterhouse,

 

Thanks for reaching out to the Community.

 

Unfortunately with the QBSE your unable to customise the reports so unable to do this through the profit and Loss, However as a workaround you could go to Invoices select to show all and then input the date that you require and export the data?

 

You will need to re-create the invoices that had been raised to clients previous to using Quickbooks, QBSE does not have the option to upload invoices.

 

^Becky

 

 

    P
    Param1
    February 15, 2020

    Hi 

    How can I check total of invoice raised (total amount of all invoices aent)

    M
    MadelynC
    February 15, 2020

    Hello there, @Param1.

     

    The capability to show the total amount to all sent invoices in QuickBooks Self-Employed is currently unavailable.

     

    You can only view the total amount for each invoice you created on the Invoices page.

     

    Showing the total amount to all created invoices is a good idea. Rest assured that I'll pass this to our Product Developers. We take our customer's feedback as an opportunity to know which area of the product we need to improve.

     

    In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

     

    I’m also adding a link that lists all our self-help articles. This page contains other resources that can help manage your business.

     

    I’m always in your back if you have other concerns.

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