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Jlo31
November 2, 2018
Solved

Adding invoices as income on Quickbooks self employed.

  • November 2, 2018
  • 2 replies
  • 0 views

Hello,


I am a sole trader self employed driving instructor who has just starting using quickbooks self-employed.

I am enjoying being able to generate invoices and then mark them paid which saves me using receipt books. However I have noted when I mark as paid I does not automatically add to my income?

What is the best was of adding these receipts to my income? I wondered about saving each one as a pdf and then adding it to transactions as business income but it would be handy if this could be done automatically when I mark as paid?

 

Any suggestions on a simpler solution?


Thanks


James

    Best answer by

    Hi Jlo31,

     

    Thank you for contacting the Community.

     

    You are right, when you create an invoice on Self Employed this will not post to your income/expenses as it is there so you can sent a copy to your customers.

     

    Transactions will be added to your income/expenses when they are added from the Transactions tab. This is will be either a connection to your bank or by a file upload.

     

    Please let me know if there is anything else I can help with. :)

    2 replies

    A
    Anonymous
    Answer
    November 2, 2018

    Hi Jlo31,

     

    Thank you for contacting the Community.

     

    You are right, when you create an invoice on Self Employed this will not post to your income/expenses as it is there so you can sent a copy to your customers.

     

    Transactions will be added to your income/expenses when they are added from the Transactions tab. This is will be either a connection to your bank or by a file upload.

     

    Please let me know if there is anything else I can help with. :)

    J
    Jlo31Author
    November 2, 2018

    Thanks for the quick reply.

     

    I noticed that when viewing on the laptop I can see my invoices which have been paid in the summary section and the amount but as you say it does not appear under transactions or tax. 

    So for now would I need to pdf save each paid invoice, then send via email/scan  under transactions and mark as Business Income for it to be included?

     

    It would make sense if this could be an option when marking an invoice as paid as its quite a bit extra work needed to add it in manually. Or am I missing something obvious?

     

    Cheers


    James

      A
      Anonymous
      November 2, 2018

      Hi Jlo31,


      On the transactions tab you can connect your bank so the transactions will feed into QuickBooks as and when they show on your online banking. To do this click the Transactions tab and then Add Account. You can then add them as Personal or Business here.

       

      Or you can download the transactions from your online banking into a .CSV file and import them into QuickBooks by click the down arrow next to Add Transaction and selecting Import Transactions. You can then add them as Personal or Business here.

       

      Please let me know if there is anything else I can help with. :)

      E
      EmmaM
      November 2, 2018

      You are welcome

       

      Thanks James

       

      We will let you know  as soon as there is an update from our senior technicians or a  fix for the app issue

       

       

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