How to Create Invoices in QBO

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We've received a lot of questions about how to prepare and send invoices in Quickbooks Online. We recommend clients use the invoicing section of QBO wherever possible for a number of reasons. We like the ease of creating and tracking invoices in QBO.
Sending and receiving payments on invoices is a critical function of service-based small business. If you don't already have QBO, you can get 30% off of QBO for an entire year here: www.claracfo.com/qbo
To learn more about CFO services, go to: claracfo.com/cfo-services/
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(As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases)
Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at claracfo.com/
Disclaimer: This video is intended for educational purposes and
should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.
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Опубликовано:

23 июл 2024

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Комментарии : 101

@eduardozamora2358 Год назад

Congratulations what a professional video tutorial it helped me a lot. I'II be following you to learn more with you Thanks

@joshuacaylor881 6 месяцев назад

I love it. Can't wait to watch more of your videos

@nationalandinternationalkn585 11 месяцев назад

Thank you so much for Quickbooks online .....

@ClaraCFO 11 месяцев назад

I'm thankful for it too!

@user-rp4ck4ym2v Год назад

This video helped me a lot! Thanks

@SusanMMiller-z7q 22 дня назад

Clara you are awesome, I love your teaching style.

@mackca9864 5 месяцев назад

You were the best, best !!

@indaysvlog66 4 месяца назад

Hello,its very helpful for someone like me who want to learn about QB..thank you for this video.❤

@ClaraCFO 4 месяца назад

Glad it was helpful!

@robertoalvaro7689 5 месяцев назад

Hi greetings for you very helpful videos!

@user-jw7xn8gd9z Год назад

Hi you are very clear on what say and do thank you

@HamidurRahman Год назад

Thanks Hannah , helpful topics

@ClaraCFO Год назад

Glad it was helpful!

@rodeliawoodcock6299 5 месяцев назад

❤i love this ur explaintion

@rohanchung2185 Год назад

Great tutorial

@ClaraCFO Год назад

Glad you think so! Thanks for watching!

@aromacg 7 месяцев назад

Thank you so much for such detailed and informative video, My question is do we have an option to print Item # when printing an invoice? I couldn't find it anywhere in customization

@danielramirez-rr8yc 4 месяца назад

clara u amazingg!!!!

@lixyibethgarcia1892 6 месяцев назад

Hiii!!! Thank you so much for your videos! I am new at QBO and I am hooked on your channel! I have made a HUGE progress in just 2 days as your videos are so smooth and informational! Not sure if I have missed this but does QB generate the invoice #s or do we do that manually each time? Thank you so much!

@deanwada6794 11 месяцев назад

Can aging receivable report be sorted by tags? Can you create a invoice template to be used for various customers? For example invoice for services only and another for services, products and sales tax?

@gigifuentes582 Год назад

Super beginner here. Can you do a video on estimates and how to convert them to invoices?

@desertdog7529 9 месяцев назад

I have several clients that I do multiple projects with. Do you know of a way to automatically add the project name to an invoice? I've added a custom field to manually input the project, as a workaround for now, but hard to believe this isn't a basic function like it is in QBDesktop. Thanks!

@gomacsigns5440 Год назад

Is there a way to assign discount to an individual line item on an invoice? For example if we have a particular item on special offer.

@susanfarrell6125 Год назад

My client uses Setmore for scheduling appointments & integrated the payments into QBO. Do we need to generate an invoice for each service rendered even if they are paid already?

@izabelscalabrin1163 Год назад

Hi, is there a way to add/removove columns? I need to have "from" and "to" dates on my invoices.

@dailymomentum Год назад

Awesome thanks

@ClaraCFO Год назад

Thanks for watching! 😊

@humingbird2187 5 месяцев назад

Could you please tell me how to have the aging report be a favorite since it is used all the time? Thank you!!!

@haileyburgos5849 Год назад

Hello,just wanna ask where did the invoices or sales you entered in qb or xero did the client sent his receipts or whatsoever?

@lixyibethgarcia1892 5 месяцев назад

Hi thank you so much for your videos! I have another question. For donated services how would I put that in quickbooks? Invoice and fully discount? Create a tag for donations? What is best practice for this. Thank you in advance

@nichaniskandarian2421 Год назад

really nice information. please do a video on diferents methods of payments and how to posted it. If a customer pay cash, and i do payments without depositing the money into the bank account. how can i reflected into my books. i have a case where i got paid cash and check same invoice and the systems stills says i haven't deposited the cash but i paid other bilss in cash. please help ty

@1Catt33 5 месяцев назад

Can you hide all lines & add one generic total line for customer when billing? This is to avoid a lengthy invoice of 5 pages or more when working with multiple items as a florist. Customers really want to see total only, not all the stems, foam, etc used to produce. Thank you for taking time to help QB community. Grateful.

@jimmackey6376 9 месяцев назад

I was told when I bought QBO Plus that I can create invoices for divisions with different logo and address. different payable bank accounts etc. Can you provide directions as to how? Thank you

@user-rp4ck4ym2v Год назад

Hi!! I wanted to know what to do in QuickBooks when I issued a check a month ago and it got lost in the mail and I stop payment on it through the bank and had to reissue a new check?

@SuperSpikejack 5 месяцев назад

Question: why are tags used? Are they the replacement of the Memo function in QBD? And how then to you get the tag/memo to show up in the list of customer invoices?

@powerfullyhappy5226 10 месяцев назад

How can I set modifiers for my invoicing? For example, I have to invoice people for deed recording fees. There are 83 counties in my state with different fees. One example is wayne county charges $15 for the first page and $3 per additional page. How can I create modifiers for this so when I put in there are 3 pages, the system automatically calculates the proper fees.

@user-wr2xv1tt5t 6 месяцев назад

I noticed that "Russ" name was at the top of the bill to section of the invoice but not on the print preview. How do you remove the customers name from the printed invoice bill to section?

@klaudias638 7 месяцев назад

I have question regarding expenses. I work with insurance company and all my invoices of the project go to the insurance company but under this specific project I have to add my invoice that I have to pay to a subcontractor that did the job where should I add it under expenses or bill? Also If I want to add time for the invoice my subcontractor spend on project where can I add it?

@normasalminen4242 10 месяцев назад

This was one of the best tutorials I have watched so far, so Thank you! I am wondering how I can create templates for each of our clients. We have the same clients each month with slightly different charges / Qty's. It would be nice to have a template for each. It can't be recurring because the amounts change slightly...???

@ClaraCFO 9 месяцев назад

I believe you can save a recurring template and just name it after your client. BUT sometimes i just copy my last invoice to that client and then tweak the details before I send. If you duplicate the last one and update all the information to be current, that might be a fast way to handle it. I think you could try both and see what works better for you.

@cherylficek 6 месяцев назад

Hello Hannah.... great video very helpful info. I have one question about the invoice layout. I am able to adjust the column width on an invoice but the content below the column heading seems to be very narrow. My invoice line which could easily be 1-3 lines is 17 LINES! How can this be adjusted to spread the info out across the width of the column heading? TIA Cheryl F.

@ceciliaalvarado636 Год назад

How can I change the sales account where the invoice goes. I have two types of sales, I want every invoice I make goes to the correct P&L Income account.

@user-ew7eq8xd1y 11 месяцев назад

I have a vendor who became a customer and I am unable to invoice them because QBO does not give me that option in the transaction tab. Also, I cannot add them as a customer because QBO recognizes the name and asks me to put them under another name. Do I have to delete as a vendor in order to invoice as a customer?

@amnewt1640 6 месяцев назад

Is there a way in terms to say if they pay by a certain date they get 10% off? I'd like to send out invoices and if customers pay by March 30th they get 10% off. I do have discounts turned on but I wasn't sure if I should send them out with 10% off then reinvoice March 30th if they haven't paid with the full amount? It's for a yearly membership.

@user-ow9gn7si9r 9 месяцев назад

I don’t have the customize invoice option by the print and preview button.

@user-qr4iy3jf4n 7 месяцев назад

Do you have one on maybe accidentally deleting a invoice and trying to find it?

@user-ql3br5ef8e Год назад

Is there a way to hide memos regarding customer that you don't want them to see?

@igoys3016 7 месяцев назад

so a when a invoice is not paid, i am guessing it stays there and does not add to the bank feed or reconcile until its paid?

@aleli1997 5 месяцев назад

Hi! Once I match my paid invoice to the $$$, I not being reflected in my P&L... it stays in the AR account... Would you happen to know why?

@user-pq7yt8ej1t 10 месяцев назад

Brand new to doing all things in QB and totally frustrated. I need to do invoicing where payments can be made on tuition for a private school in a variety of increments, i.e. monthly, annually, quarterly. I also need to show in their statements where other income has been credited from other income sources (for example monthly scholarships). I have been assured that this is possible but I can't figure out how. Right now, I have way to many "accounts" that were added to the program over a period of 9 years. Add to that, I am a 70+ volunteer and and we have no accounting staff to help. Let me know if you have any simple answers. Otherwise, I intend to continue to use the old Excel method.

@user-qr4iy3jf4n 7 месяцев назад

How about when you pay a invoice and go down to the bottom to pay it but the little bottom you can choose paid and new. Paid and close

@tejasamin2470 8 месяцев назад

Did you make account payable videos?

@FromHereTwoThere 4 месяца назад

I would like to be able to attach receipts to invoices. I have uploaded receipts into QBO and used them to create expenses then created the invoice using the expenses, but the receipt does not attach and I haven't figured out how attach them separately. Any suggestions?

@KhristianDelozier 3 месяца назад

Is there a way to hide something on the customers invoice that you put on the company's invoice?

@taylorwagner1258 Год назад

Is there a way to create individualized batch invoices - invoicing for a monthly service with differing amount monthly due to frequency of use. But for a large amount of clients - hoping to not spend SOOOO long invoicing people

@taylorwagner1258 Год назад

Also really love your videos & thoroughness. Very helpful!

@naveenkgeorge2000 Год назад

Thanks...Can you please do Accounts Payable also

@ClaraCFO Год назад

Will put it in the queue!

@seamuscooley3389 10 месяцев назад

where is the bank account details on the invoice, how do they pay you?

@gloriaclark9767 9 месяцев назад

how can a client make a payment once they recive the invoice?

@user-tg3wy6iw5q 9 месяцев назад

My email message is not showing in my preview.Can you help me figure out what I'm doing wrong?

@CWTSAccountingDept Месяц назад

Hi Can you teach me how I can remove / customize "Total Due" or "Balance Due" line on the Invoice and Sales Receipt?

@ClaraCFO Месяц назад

What are you trying to customize exactly?

@christoffersmith705 10 месяцев назад

CAN YOU DO BAR CODE ON YOUR INVOICE TO SCANE

@karlametzler1831 8 месяцев назад

How do I delete a sample Invoice I cteated?

@gracesesto4677 7 месяцев назад

Why when I attempt to Match, the deposit is being recorded twice?

@agnisiantar 6 месяцев назад

How do you send invoice hourly?

@RebeccaNunnelee 6 месяцев назад

Hi - I may be wrong, but it doesn't look like this video is geared towards the new invoicing system that QBO pretty much forced upon it's clients in December 2023. Am I mistaken, or correct? Are you aware of a video that would show how to make changes to or add information to the "new" QBO invoice, as it does not serve the purposes of our company.

@ClaraCFO 6 месяцев назад

it's probably time for a new video! this one is 8 months old

@cremtor5640 Год назад

Thank you 🤩👍

@ClaraCFO Год назад

You’re welcome 😊

@gloriaclark9767 9 месяцев назад

can i invoice with out an email adress?

@tikitaka8042 Год назад

Gear for accounting view--->Sale-->Invoice

@tkane2391 4 месяца назад

Another tutorial on invoicing that skips over the project name that was an integral part of the desktop app. How do I show the project name?

@ClaraCFO 4 месяца назад

There is a project app that needs to be turned on in order to do projects. What level of QBO do you have? Or are you thinking about switching?

@caroltaavola1353 Год назад

What’s the difference between “Paid” and “Deposited”?

@ClaraCFO Год назад

Paid means that the customer paid the invoice but the payment hasn't yet hit your bank account. Deposited means it is now in your account!

@user-tradekaro Год назад

Any Job opening in your company?

@josechavez1006 6 месяцев назад

👍

@MusacassaTaal 9 месяцев назад

New Template of desktop invoice?

@user-su1fl7wr2d 7 месяцев назад

can I have quickbooks free? without annual payment?

@user-ut9wr5ww8p 11 месяцев назад

Can you create a tutorial how to file taxes in Quickbooks Online

@mochehrzad9077 2 месяца назад

Can you please also show it in QB desktop

@ClaraCFO 2 месяца назад

We don’t use QB desktop here, sorry! Check out Hector Garcia’s channel!

@user-qv2yg7zw6z 6 месяцев назад

Why are the replies not visible? I would find that helpful in answering some of my questions.

@fancistephiofficial Год назад

Can you explain tags?

@ClaraCFO Год назад

I have a video for that! ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-w9jVfBOvxf4.html

@cherylficek 6 месяцев назад

Is there anyone answering questions about this video? I would appreciate a reply c:

@vanguy9780 3 месяца назад

You have some good content here. You can make it even better if you would slow down a bit, especially when it comes to your mouse clicks. You are using your mouse at light speed. It is impossible for those new to QB to see where you are accessing the info you are presenting. Slow down just a little and your teaching skills will improve dramatically

@ClaraCFO 3 месяца назад

I appreciate the feedback!

@DudyOne Год назад

I do not like the fact that you can't add additional company information. We have a corporation with (2) DBA's in the same book wit separate sales accounts, and we have to change the name on the invoice every time we write a different invoice! We are a 501(c)3 corporation. Everything we do is for fundraising. We have a catering business and we have a product group that operates under the umbrella. We only have (1) EIN , but in Louisiana we can have as many DBA's you want under the 501(c)3. What i'm asking is a way to change the DBA name when we create an invoice. One is Front-Line Catering and the other is Chef Rande' Products. Right now we have to list the company info as Front-Line / Chef Rande' and circle the one that it goes too. I hope I explained it well enough.

@ClaraCFO Год назад

Do they have different EINs? Or is it all the same EIN? I don’t understand why a business would operate with two DBAs at the same time 🧐

@performances342 Год назад

You named this How to create invoices but you used an invoice that was already created. I needed to start from the beginnging.

@MusacassaTaal 9 месяцев назад

How about Desky

@MusacassaTaal 9 месяцев назад

On desktop creation

@shannarampersad3544 3 месяца назад

Maybe u can ask them why they refuse to give us access to an editable sales receipt or invoice template. Specifically the size. It's complete ridiculous that we have to use a letter size option, or that you have to connect to apps with exorbitant fees to print little paper receipts. It's ridiculous, counter productive and disgraceful really.

@shannarampersad3544 3 месяца назад

There is a whole thread on the Community support site where first they lie and say there are 3rd party options, but can't provide any..then more recently just say it isn't an option yet. Mind you this option is available on the 2012 Desktop version of quickbooks. Just a way to prey on ppl.

@jayphilipwilliams 9 месяцев назад

Where are the answers to all the questions? You said leave questions. I assumed that meant you were going to answer them.

@giovanaramirez5146 3 месяца назад

Hello , I am starting my invoice for the season and the way it was set up is the year 2023-6442 . I amt to start 2024-6443 but I forgot how to do it.... Help