I have just begun using QB self employed.
How do I see my total receivable number?
Can I add my tax ID # to an invoice template?
Hi Debbie! Unfortunately QuickBooks Self-Employed does not function like a typical accounting software that has accounts receivable and accounts payable balances. I believe there is a way to see the “status” of an invoice in QBSE. You will have to either sort your outstanding list of invoices by “status” and then export that to Excel (if possible) or manually add them up. I’m not sure how customizable the invoices are in QBSE so I don’t know if you can add your tax ID. I suggest that you log into your account, click on the Help menu and select chat to speak with a customer support rep. I’ve been able to reach very knowledgable support reps via their chat channel.
Thanks so much for reading!