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lisa-firstbrook-
January 28, 2023
Question

What version of quickbooks do I have? I need to adapt the invoice ut the functions are not there.

  • January 28, 2023
  • 1 reply
  • 0 views

All the help I have accessed have given me instructions for functions that are not available to me. I am thinking of quitting as I just need to send invoices simply with my bank detailson and it feels impossible!

1 reply

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GebelAlainaM
January 28, 2023

Hi there. I understand the urgency to sort things out and get started with your business. I'm here to help you.

Based on the information you're provided, it seems that you're using QuickBooks Self-Employed (QBSE).

If you'll want to create invoices in QBSE, you need to set up your invoice preferences first. I'll show you how.

 

Since you don't have the Invoices menu, you'll need to go to the Gear icon and turn on the Invoices switch. After that, you can now set up your invoice preferences and manage invoices to your customer.

To set invoice preferences:
 

  1. Go to Invoices and select Create invoice.
  2. Click Edit work info.
  3. Enter your business info.
  4. Then select Save.

Additionally, if you're using the United Kingdom (UK) version of QuickBooks Self-Employed the option to customise is unavailable. You can only personalise invoices in the United States (US) version.

For more details in managing invoices in QBSE, you can refer to this article: Create invoices in QuickBooks Self-Employed.

Furthermore, if you want to check your subscription info in your company file, please check out this article for guidance: Update your billing and subscription info in QuickBooks Self-Employed.

If you need more help managing your QuickBooks account feel free to post a reply. I'll be happy to guide you. Take care!

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lisa-firstbrook-Author
February 10, 2023

Hi ok well I have QBSE uk version so it seems I cannot customise my invoices, is quickbooks online more versatile? Can I change the information on the invoices in that version? Does it still send the invoice via a link or via attachment on an email? I am not sure I am going to find the right combination for me in quickbooks. 

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Ashleigh1
February 10, 2023

Hello Lisa-firstbrook, so you cannot customise invoices in the self-employed version of QuickBooks, our online package is more versatile yes. You can get our simplestart account we do also have others on offer to which you can view in our online business accounts, here is more information on invoices for online, if you look at this help article about customising invoices as well. Just to make you aware there is no direct way to move from self-employed to online as the two products work completely differently so it would be a case of starting again in the online account this article tells you more about that.

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