Video: How to Create an Invoice in QuickBooks Online

In this video, we will be showing you how to create an invoice in two different ways in of QuickBooks Online.

Creating an invoice using two methods

Sending an invoice to your customers is a crucial step if you want to receive money for the services or products you are providing. With tons of transactions going on in your business, QuickBooks Online makes it easy to keep track of all of your invoices, current or past.

The first method of creating an invoice can be done with these simple steps:

  1. From the dashboard, under the Sales tab, navigate to the Customers option.
    quickbooks online dashboard to sales customers tab
  2. You’ll see a list of all your customers on this page. Next to the desired recipient’s name, select Create invoice.
    quickbooks online customer page, create invoice
  3. Once you select the Create invoice tab, you’ll then be able to enter in all of the details of the invoice.
    enter in all the details of the invoice
  4. You can then personalize the invoice and send it off to the customer.
    customize an invoice in quickbooks online

The second method and simpler method of creating an invoice can be completed in three easy steps:

  1. From the dashboard, navigate to the New tab and select Invoice.
    quickbooks online create invoice from dashboard
  2. You’ll then be on the Invoice page. Enter in all of your customer information and details of the invoice.
    quickbooks online create invoice from invoice homepage
  3. You can then customize the invoice and send it off to the customer.
    customize invoice on quickbooks online

Conclusion

From the dashboard, navigate to the sales tab and select customers to see an overview of all your customers. Once you have found the customer for whom you want to create the invoice, select “Create Invoice” on the far right of the screen.

Creating an invoice using QuickBooks Online is simple. Following these steps will allow you to get paid on time from your customers for the hard work that you’ve done.

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