Create Invoices in QuickBooks Online

How to Create Invoices in QuickBooks Online

An invoicing tool in QuickBooks accounting software is a simple application that you can use to send invoices and get payment in no time. Let’s start our article on how to create Invoices in QuickBooks Online.

Why Invoice is useful for you in QuickBooks

Sends Invoices Right from the Software: As we all know QuickBooks is the topmost software that is used in small business accounting software, it makes it simple for you to send the invoices to your customers and it will get paid faster when you invoice with QuickBooks.

Saves time: QuickBooks helps you to automate various tasks correctly and helps you save a lot of time. QuickBooks helps you to convert estimates into invoices. Now the question arises of how you can convert estimates into invoices then as you read further you will get these answers. You can even send invoices individually or even to the group.

Modify your Invoices: It will help you to modify your invoices. In just a few clicks your company logo, color, and contact information can be modified which saves a lot of your time. Now you may be thinking about the question of how we can convert estimates into invoices. Converting an estimate into an invoice is easy in QuickBooks.

How to Create Invoices in QuickBooks Online

  • Login to QuickBooks Online and click the +sign on the right top.
  • On the window that appears click on the “Invoice” button.
  • Choose a Customer tab and then click on the add new button where you will fill in the name of the customer in the invoice.
  • Click the “+ details” button.
  • Then select your Terms, Invoice date, and Due date.
  • Add product/service, description, quantity, rate, and amount.
  • Click on the add line if you want to add some more details.
  • You can even write messages, statement memos, and attachments if you want to.
  • You can also adjust your invoice template, color, and font from the bottom of the screen.
  • To preview your invoice, click on the preview button or print your invoice.

Steps to Create Invoices from Estimate

  • On the side, of the menu click on the “Customer” tab.
  • Now on the top of the page, you will see the money bar from that click on the Estimates tab.
  • In the row of customers, you have created your estimates.
  • Click on the start invoice in the action column.
  • Now click on the add button for the estimate you want to add to the invoices.
  • That’s all you have created for your invoice from the estimate.

Invoices Recognize the Following Information

  • The date of shipment or when the services are being delivered.
  • The invoice number.
  • The name and address of the seller.
  • The name and address of the buyer
  • The full details about the items that are being purchased.
  • The quantities and the total cost of the items being purchased.
  • If you owe any sales taxes.
  • If you have owned total.
  • Payment terms.

As above, you have understood how you can record your invoices and what invoices are. Now you might be eager to know how they can be helpful, then follow the simple steps to get over it your problem. We have tried to explain the best we can but if you still face any issues while working with your QuickBooks copy then contact us at our QuickBooks support number.