How can I generate a 2021 income summary. More for the bank than taxes but despite my best effort I can't actually find what I invoiced for 2021...stumped.

Thanks for updating us on this, chrisclark2577. I know it can be challenging when you can't pull up the needed data. I'm here to help you with that.

As of now, QuickBooks Self-Employed doesn't have a receivable or payable type of report. At the moment, the program only offers these reports:

• Mileage log
• Profit and Loss
• Business and personal expenses
• Receipts
• Tag Totals
• Tax summary

As a workaround, I'd suggest exporting each invoice as a PDF. Then, combine them in Excel to get the desired income summary report.

Here's how to export your invoices:

1. Go to the Invoices menu.
2. Filter the 2021 invoices.
3. Under the Action column, click the drop-down icon.
4. Click Export as PDF.
5. Repeat the process for all your 2021 invoices.

To learn more about managing your sales transactions, please see this article: Create Invoices.

Additionally, I've included this article that'll help you learn more about the offered features in the program: QuickBooks Self-Employed Overview.

Please let me know if you have more questions while working on your QuickBooks Self-Employed file, chrisclark2577. We're always here to help you sort it out.