Skip to main content
February 12, 2024
Question

How do get my paid invoices to show as income in my reports?

  • February 12, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

February 12, 2024

Good day to you, proentinc. I've got some details to answer your questions about showing paid invoices for your income in reports.

 

The invoicing feature in QuickBooks Self-Employed (QBSE) is for tracking purposes only and does not count paid and unpaid invoices as income in the program.

 

If you have connected your online bank account, QBSE will automatically download the payment transactions. All you need to do is categorize them as business income once they are downloaded on your Transactions tab to show them as income in your reports.

 

On the other hand, if you don't have a bank account connected, you can manually add the transaction and categorize the payment accordingly. Let me show you how:

 

  1. Go to the Transactions tab and click Add transaction.
  2. Enter the amount and a description.
  3. Tap the Select a category menu. Choose the income category to organize your transaction.
  4. Once done, click Save.

 

Furthermore, you can create a CSV file and import it into the program, making sure to categorize them as business income so they'll show up in your Profit and Loss report. Here's an article for your reference: Manually import transactions into QuickBooks Self-Employed.

 

That'll point you in the right direction. I'm just one reply away if you need a hand with categorizing your transactions. We're always here to help in any way we can. Have a great day ahead!