Are you self-employed, a freelancer or an independent contractor? Organize your finances with QuickBooks Self-Employed and let us help you find your tax deductions! BadBrain13, Disappointed, lacking key featuresQuick Books self employed looks promising but is lacking critical features such as the ability to set recurring transactions, duplicate transactions, time tracking, and most importantly the ability to change an invoice’s status without having to email to a client through the QuickBooks system. I’ve been using FreshBooks which has all of these features (and a cleaner, prettier UI), but wanted to give QuickBooks Self Employed a try since it has the added functionality to estimate quarterly taxes and the ability to export tax info over to TurboTax. I could make everything else work, but forcing users to email an invoice using their interface is very limiting since I need to use PDFs for a specific clients.
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Not having this basic feature is probably a deal breaker for me - Especially since support’s response is that they don’t currently have plans to implement this feature and there are older support threads with multiple requests to add such a basic feature: to be able to change invoice status when using PDFs. As is, If you do not want to email an invoice through Quickbooks Self Employed, you will not be able to get the invoice out of draft mode and, more importantly, you’ll be unable to mark it as paid and have the payment reflected within the system. Such a shame since I really do like the quarterly tax estimates, integrated tax payments/tracking, and the ability to export everything to TurboTax at years end. Developer Response,Hi Brian. Thanks for taking time out of your schedule to write this thorough review.
We'd like an opportunity to address each of the concerns you mentioned and provide some solutions that may prove helpful going forward. Currently, an email address is required in order to mark an invoices as 'Sent' or 'Paid'.
However, some users have found it helpful to send some invoices from QuickBooks to their own email address. This way, you can properly mark the form, and you'll then have the option of forwarding the email to your client or re-sending it via the app later on. When it comes to learning the ins and outs of QB Self-Employed, our Community site has several help articles that can come in handy (This guide would be a great one to start with, since it explains how we calculated estimated taxes (One thing to note is that the app's invoices don't count towards your income or taxes. However, any transactions or mileage that you've marked as 'Business' will factor into this total. Lastly, it's currently possible to duplicate any invoices that you recorded previously. That's done by opening a saved invoice, tapping the 'More' button towards the bottom, and selecting 'Duplicate'. If you have questions about any of this information or need assistance with any other areas of the app, feel free to contact our team via email ([email protected]).
We'll also be sure to forward your feedback regarding the notifications to the proper team. Wishing you and your company all the best! -Kristian, The QuickBooks Team. Small Construction LLC Dude, PayrollIt would be so nice if there was a smooth transition or an option to add payroll on this app. I don’t need an enterprise accounting solution and don’t feel like I have the ability to transition to chart of accounts accounting because my business is so small, 2 employees other than myself. I think for businesses that are in transition into becoming larger and beginning to hire employees, seasonally or temporarily, it makes sense that I could use a simple program like self employees but also be able to keep track of my payroll within this app or at least be able to classify it as something other than others business expenses’.
I may not always have employees and the need for a cumbersome enterprise accounting solution- so something in between this and enterprise would be nice. Something that incorporated payroll accounting and self employed features and simplicity. It’s a great app and great software at a reasonable price but even if it didn’t do payroll per say but could help keep track and account for those amounts sent out between paychecks and withholding it would make tax time easier and give me a better sense of revenues, expenses and better reporting and insight on how to charge the correct price based upon new overhead with employees and without employees.
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There should be an in between program that doesn’t force you to go to chart of accounts- because that is more accounting than a little business needs or an in between business needs. Developer Response,Hi there. Thank you for the great feedback! We can see the benefit of being able to track your payroll with your QBSE account. There are two options that we think will fit your needs. The first option is to sign up for QuickBooks Payroll (and use the mobile app (for when you need access on the go. The second option is to login on the website (and turn on Tagging within the Labs.
This will allow you to add tags to transactions so you know exactly what they were for. Keep in mind this can only be done through the website. To turn this feature on, you'll need to go to the Gear Icon Labs Turn on Tagging. We hope this information helps. If you have any questions, please reach out to our Community Team (-Jen, The QuickBooks Team. Unhappy qb se user, Great until software updateThis software is useless without the capacity to upload tracked expenses/receipts to an invoice. Who out here doesn't have billable expenses with receipts?
We all need to track and show our costs to our customers. This, in a previous software revision was available, but was removed recently and seriously hinders my ability to bill my customers effectively and with complete transparency. To have to jimmy rig my invoices to show my costs incurred is not only ineffective but unprofessional!Also, now it appears to incorrectly address the uploaded receipts on date, name of company, and amount. And it does it randomly. This now is taking up all my time, rather than making more efficient use of my time.
I have contacted support multiple times and they have said they are working to improve this function but have no timeline to fix this. They offered me one months credit but never applied the credit. Can’t call someone because they don’t give a number and I have asked for a call and they said they can’t call me.I have called other numbers not related to self employed and they directed me to the email process.
I have submitted comments to the software engineers and have not received a productive answer other than we are working on it. If you had it working in the past, how hard is it to fix it and put it back in if it was never a problem?!?No one has ever explained what was the issue.
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January 2023
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