How to create an INVOICE and receive payments in QuickBooks Online

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How to create invoices and receive payments in QuickBooks Online. In this QBO tutorial, I teach you how to set up a customer in QuickBooks, and then how to create a new invoice. You need to be sure to set up an item (product/service) so QB knows how to categorize the income. You can customize the invoice with your logo/branding, and then email it to your customer. Then, once the customer pays, you need to go back into QuickBooks Online to receive and record the payment.
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Опубликовано:

8 июл 2024

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Комментарии : 29

@kellidickerson2524 3 месяца назад

You did a great job. I've been having problems and this will help me know where to look.

@brunomichaels9497 Месяц назад

I'm really new to Quickbooks, so this was very helpful. Many thanks.

@Ylecasmusic 3 месяца назад

Thanks, this was helpful!

@sharonpaul912 7 месяцев назад

Thanks for this! I’m in the research/learning phase to start my own business and needed to know this! Do you have any videos about setting up recurring automatic payments for clients?

@MickeyBulldog 5 месяцев назад

I use QBO for a band booster. I pick up large deposits from the staff and enter them as one bank deposit.. each payment is applied to a customer (student) in the deposit. I then have to go into each customer and apply the deposit to the pledge. Am I doing it wrong? If I just received the payment first I wouldn’t have one deposit to reconcile against what the staff counted.

@MImran-pu5vp 7 месяцев назад

Can qb inform about minimum, maximum or reorder level of inventory while selecting items in invoice?. Kindly elaborate

@kcbknitter 5 месяцев назад

Is there a way to make an invoice using the "billable" invoices from venders that I've entered? I can't seem to find a way to do that.

@nleposk1 7 месяцев назад

How about progress invoicing?

@jesilynpeterson7257 7 месяцев назад

Hello! Have you made any videos about which bank accounts and how you organize your accounts as a business owner?

@FinePointsBookkeeping 7 месяцев назад

Hey! Here are a couple of videos you might be interested in: Tips for BANK FEEDS in QuickBooks Online (ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-frjd-qaHliI.html) and What's the Chart Of Accounts? (ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-vdNMvIpO49Y.html) Krista (FinePoints Admin)

@dippatdublin 5 месяцев назад

hi How to enter Payment received with out creating Invoices?

@miriamofsanik981 9 дней назад

My invoices are more than one page. How do I get QBO to perform proper page breaks and number the pages? We mail our invoices.

@ben83733 Месяц назад

QBO doesn't have multiple invoice sizes. Default invoice size is A4 only. We can not use desired invoice sizes.

@funtimewithme5075 Месяц назад

I want to adjust an Invoice via Journal (customer paid in advance ), hope to received your reply .

@amypalmamiami 2 месяца назад

😊

@vanessacollins3997 5 месяцев назад

First of all i love you video. I have a question about how it entering money from a personal account into the business account. How would i enter it? also if the a personal credit card is used to purchase equipment for the business. How would that be entered?

@amnewt1640 5 месяцев назад

I need to have 200 invoices go out in February. I would love to work on those and just have them go out on a certain date. Is that a possibility?

@FinePointsBookkeeping 5 месяцев назад

Hey! You can create the invoices now and save them in QBO. Then in February you can go in and send them. Krista (FinePoints Admin)

@aleli1997 4 месяца назад

I am an accountant, who uses way more difficult softwares such as SAP and NETSUIT, but for personal project I use quickbooks since it's a cheap software. Yet, when I match the paid invoice to the the invoice, is not being reflected in my P&L. Would you happen to know why???

@FinePointsBookkeeping 4 месяца назад

Hey! Thanks for your comment. Morgan read it a few times, but she is not sure what the answer is. It's hard to understand the intricacies without being close to the business and situation. Sorry we are not able to help more. Krista (FinePoints Admin)

@aleli1997 4 месяца назад

@@FinePointsBookkeeping thanks for the reply

@ManuelPortelada Месяц назад

@@FinePointsBookkeepingwhen you mark it paid does it record it on your register??

@ThaysseMacedo 7 месяцев назад

Can you recommend quickbooks courses to me?

@FinePointsBookkeeping 7 месяцев назад

Hey! Morgan recommends the free QBO ProAdvisor training and certification course (ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-H90PyiBJ8Kw.html) Krista (FinePoints Admin)