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November 27, 2024
Question

how do I add a credit note in qb self employed?

  • November 27, 2024
  • 1 reply
  • 0 views

I have issued an invoice to a customer.

they have paid the invoice but have now returned an item, and want a credit note.

How do I do this in QB Self Employed?

1 reply

November 27, 2024

Hi, Elaine-141_.

 

Allow me to share with you some information about adding a credit note to QuickBooks Self-Employed (QBSE).

 

Currently, there is no way to issue a credit note on QBSE. You will need to take note of this outside of the system and deduct the amount from the invoice.

 

Alternatively, you can add your transactions as income or expenses. You can enter your transaction manually, then pick the desired category to post it your to account correctly. Here's how:

 

  1. Open your QBSE account, then click on Transactions at the left pane.
  2. Tap on Add transaction.
  3. Fill in the details, then save your transaction.

 

You can check out this link for more hints about categorising your transactions: Categorise transactions in QuickBooks Self-Employed.

 

If you have any other follow-up questions about adding a credit note transaction, please feel free to leave a comment below. I'm always here to help. Have a good one!