Updated: Oct 2, 2021
Creating a New Invoice
Quickbooks Online allows you to bill your clients with invoices, sales receipts, bills, and so much more. The steps are very similar. Follow these steps for most of those options in Quickbooks Online.
Quickbooks Online allows you to customize your invoice to add your logo, change the font, make the format the way you want, change the email that get sent, and so much more!
Make Invoice Recurring
You can make invoices recurring! If you have a customer that is on a subscription, you can setup a recurring invoice and not have to worry about them getting the invoice regularly. It can be automatically sent to them!
Adding a customer in Quickbooks Online is very important so you can have their contact information all in one place.
New Product or Service
You have a new product or service! Now it is time to add it to Quickbooks Online!
The sales settings in Quickbooks Online are important because this is where you tell Quickbooks to send your money, how you want your sales handled, do you want to offer discounts, and so much more!
Sending invoices in Quickbooks Online is so important. If you don't send invoices than you may not get paid.
Setup Payments Profile
The payments profile will tell Quickbooks Online how you want to be paid. Make sure you get it setup correctly.