Quickbooks online invoicing how to#
Quickbooks online invoicing update#

The invoice screen in QuickBooks Online uses dropdowns for all fields. The invoice format in QuickBooks Online is intuitive and allows you to add a customer, product, or service at the same time that you’re entering the invoice. Now that you’ve customized your invoice options, you’re ready to invoice a customer.

Quickbooks online invoicing update#

And remember, you can always go back and update any of your chosen options, so don’t worry if you don’t love the custom invoice format you’re currently using. Be warned, you can find yourself spending a lot of time playing around with these options. Image source: AuthorĮach time you make a change, the invoice sample to the right of the screen will update to reflect your current choices. You can choose the invoice template you wish to use and add custom details using the invoice customization feature. You can even edit current print settings from the customization screen as well. Now that you’ve chosen your template, you can complete the customization process, which includes uploading your company logo, choosing the color scheme you wish to use, and selecting a font. Once you choose your invoice template, you’re ready to move on to the next step. QuickBooks Online offers six templates to choose from.Ĭlicking on any of the images will display a sample invoice using that particular template, making it easy to pick the one you like best. The first thing you’ll need to do is choose the template that you wish to use. You can choose the invoice template you wish to use by clicking on one of the template options. You can set up and customize any QuickBooks Online invoice during the setup process or wait until you’re ready to enter an invoice and choose the Customize Invoice option at the bottom of the screen. To get started, click on New on the homepage, and then choose the feature you wish to access. Click on that to begin customizing and writing an invoice. Under the Customers column, your first option is Invoice. Clicking on the New tab on the main screen will bring up a list of options under four categories: Customers, Vendors, Employees, and Other. Your first step will be to access the invoicing option in QuickBooks Online. If you’re using or considering using QuickBooks Online, we’ll show you the way. Invoicing is arguably the most important thing that you’ll be doing in your accounting software.

Quickbooks online invoicing how to#

In our step-by-step guide, we’ll take you through the initial invoice access screen, show you how to add additional charges, make an invoice recurring, and send a reminder to a customer about a past-due invoice. If you’re new to QuickBooks Online (or even if you’re not), you may be looking for some detailed instructions on how to create an invoice. If you’re not sure where to start, just follow our step-by-step process. If you’re a QuickBooks Online user, chances are you’ll be creating a lot of invoices.