This will cycle through your list of customers, starting with any recent invoice recipients first. If your customer is already in your database, then you can click the up/down arrow beside Choose a customer. Step 3) Type your customer’s name into the invoice. But if you want to create your own invoice number, then you can click the “More” tab at the bottom of the page and choose whichever number you like. QuickBooks will instantly create an invoice number for you. Under the Customers header, click Invoice. Step 2) A pop-up window will appear with a range of different options. Step 1) Login to QuickBooks Online and click the “+” sign at the center top of your homepage. You can then check that box to charge tax or label the item as tax-exempt.Įditor’s Note: Looking for information on payroll services? Use the questionnaire below and our vendor partners will contact you to provide you with the information you need: Later, when you’re filling out your invoice, you’ll see a tax option automatically added to your invoices. Go to your online QuickBooks account and setup the tax rate for your region or city. Based on a monthly subscription, it’s the most popular version of the software available today.įortunately, Intuit has spent plenty of time making sure it’s easy to send an invoice through QuickBooks Online.īefore you send the actual invoice, you’ll want to make sure your local tax rate is setup correctly. QuickBooks Online is Intuit’s cloud-based version of their payroll software. Sending an Invoice Using QuickBooks Online If you’re a small to medium-sized business owner using QuickBooks for the first time, then this tutorial will teach you how to quickly and easily send a professional-looking QuickBooks invoice. I would really appreciate it also if you subscribe to our blog so that you can get all the latest tutorials and tips.Sending an invoice is one of the most important things you do with QuickBooks. If you find these tutorials helpful, please share these posts with others. Final wordsĬongratulations! You have learned how to enter invoices in QuickBooks Online. Showing a due date on your invoices helps you to get paid on time. Make sure that your invoices include a due date. This also helps to keep a healthy stream of cash coming in. If you provide services, consider invoicing customers in advance. My customers can click directly on the invoice I email to them and they can pay me right away. I recommend that you use QuickBooks Payments so that your customers can pay you online. Invoice customers as soon as work is completed while customers are still happy with your services. On the right, you will see a preview of what the invoice looks like.Ĭlick Send and Close to email the invoice to your customer. On the left, you will see your customer’s email address, the subject line on the invoice, and the body of the message. Email an invoice to a customerĪfter you click Save and Send, the Send Email window will open. Just drag and drop files into the Attachments window.Ĭlick Save and Send at the bottom right to email the invoice (and attachments) to your customer. You can send contracts, timesheets, receipts, etc. How to attach a file to an invoice in QuickBooks Onlineĭo you need to attach documents to an invoice so you can send them to your customer? No problem! You can attach any PDF file to an invoice. The balance due is the amount that the customer owes you. Once again QBO does all the math for you. Verify that you are using the correct sales tax rate.ġ5. Enter a message to be displayed on the invoice – like “Thank you for your business!”ġ4. Verify sales tax and enter a message to be displayed on the invoiceġ3. If you collect sales tax, then check the sales tax box. QBO will do the math for you to calculate the amount (quantity x rate).ġ2. Enter the quantity sold (this may be quantities or hours).ġ1. See my tutorial on How to Set Up the Products and Services List in QuickBooks Online.ĩ. Enter the corresponding product or service you are invoicing your customer. The due date of the invoice will calculate automatically based on the payment terms.ħ.Enter the payment terms (the date when the customer is supposed to pay you).The customer’s billing address will be automatically filled in if it’s already entered in the customer’s record in the Customer Center.Enter the customer name or select it from the customer list.To enter an invoice, click on the Create (+) menu at the center top and select Invoice. It does not refer to the invoices that a vendor sends you – those are called “Bills” in QuickBooks Online. What’s an invoice in QBO?Īn invoice in QBO refers to the sales invoices that you send to your customers. This time I will cover how to enter invoices in QuickBooks Online. I’m back with another QuickBooks Online tutorial.
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