Getting Started with Invoicing in QuickBooks Self-Employed
If you’re a freelancer or solo business owner, sending professional invoices with QuickBooks Self-Employed is just a few clicks away. Follow these simple steps to activate invoicing and start getting paid faster.
Accessing Your QuickBooks Dashboard
Begin by logging into your QuickBooks Self-Employed dashboard. On the left-hand menu, you will find the option for Invoices. Click on it to get started.
Setting Up Your Invoicing Preferences
If this is your first time using the invoicing feature, QuickBooks will prompt you to set up your invoicing preferences. You will need to enter important business details, such as:
- Logo
- Business Name
- Email Address
- Payment Terms
Once you’ve filled in this information, click Create Invoice to start crafting your first invoice.
Creating Your First Invoice
Next, you’ll need to fill in your client’s information, including:
- Client Name
- Service or Product Details
- Rate
- Due Date
To make your invoice more personal, you can also add a customized message if desired.
Previewing and Sending Your Invoice
Before sending your invoice, click Preview to ensure everything looks correct. Once you’re satisfied with the details, hit Send. QuickBooks will email the invoice directly to your client.
Getting Paid Online
If you have enabled payment options, your clients will be able to pay online directly from the invoice. This feature simplifies the process and helps you get paid faster.
Conclusion
Congratulations! Invoicing is now activated in QuickBooks Self-Employed, and you’re ready to bill clients with a professional look and built-in tracking.
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