How to create an Invoice using QuickBooks Online




Published Mar 31 2020

QuickBooks Online is cloud-based financial management software. It’s designed to cut off the time you spend managing your business finances, by helping you with tasks like Creating estimates and invoices. Tracking sales and cash flow. QuickBooks Accounting Features includes:

  1. Expense Tracking
  2. Cloud Accounting
  3. Invoicing
  4. Accounting Reports
  5. Cash Flow Management
  6. Accountant access
  7. Automatic backups
  8. Data security
  9. Seemless Integration & Support

This article will demonstrate how to create an Invoice using QuickBooks Online. Following steps are involved in creating an Invoice in Quickbooks Online.

Go to Sales > Invoices

 

Create an invoice by clicking upon ‘New invoice’

 

From Customer dropdown, select a customer. Make sure all of their information is correct, especially their email address.

 

Select Terms dropdown, select the due date. (Terms refer to the number of days until the payment is due. The default is 30 days, but you can change the due date if needed).

 

Select Product/Services from the dropdown. You can also select ‘+Add New’ to create a new product or service right from the invoice.

 

Enter a quantity, rate and change amount if needed.

 

If you’re ready to send the invoice, select ‘Save and send’. Or, if you’re using QuickBooks Simple Start, select ‘Send’.