QuickBooks Online for Newbies! How to Invoice | 2021

Debbie Cook, CPA explains how to invoice in QuickBooks online quick and easy.
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AGC Solutions does not provide tax, legal or accounting advice. This content has been prepared for informational purposes only and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Also, tax law is ever-changing and every effort should be made to seek out the most current information. Make sure to check date of published content to ensure most current information.

[@EvangelineAkokwu]

Thank you

[@RevolutionarySky]

You really touch all the main areas, very insightful! Thank you!

[@ThePatoman10]

What if the invoice is tied to different income accounts? How do we fix that?

[@waheed685]

You explain it very well thank you.

[@EMBL2011]

Great videos! Also charging over $300/hour 😱 why then do I often hear accountants make an average or slightly above average salary?

[@AceCPAsBookkeeping]

TLDR: You can easily create and customize invoices in QuickBooks Online to charge customers for your products or services, and manage payments and billing for multiple invoices. 00:00 📝 Learn how to create an invoice in QuickBooks Online to charge customers for your products or services. 01:29 📝 You can create an invoice for non-inventory items in QuickBooks Online, but if you need to track inventory, you may need a different version of QuickBooks. 02:12 💡 Choose between services or bundles for different types of products and set up categories and descriptions for tracking and billing in QuickBooks. 03:24 💡 Enter sales price and units for invoicing, assign income account, and categorize items in QuickBooks. 04:25 💡 Enter customer's email, create and send invoice, check billing address accuracy, and set up online payments if needed. 05:23 💡 You can customize invoice terms, due date, and invoice number in QuickBooks Online, and easily bill for services or products. 06:08 💡 Enter quantity and customize items on the invoice, then save and send it to the customer via email. 07:35 💡 Create and receive payments for invoices in QuickBooks Online, and manage multiple invoices for a customer.

[@jackcarrig7047]

How do you add a tip to an already created invoice? So I invoice $300 for service then the customer adds a $30 tip.

[@take2rollem]

I have been having trouble with my sales tax within the invoice when I go to save it doesn't like my non-taxable labor. I'm a furniture reupholster and only 20% of my labor is taxable; I've been doing them on two item lines and splitting out the non- taxable labor and taxable labor of 20% but when I go to save the invoice I get an error message. Ugh. I tried doing the item as a bundle and it still doesn't like it. There's got to be a way of getting around this glitch. The tax isn't based on where my customer lives but here at my shop location in town at 7.25%

[@ronwatkins5775]

Can you send invoices and receive payments with quickbooks offline version?

[@drakedawson1678]

thank you for this overview. Is there window/box/option to add a discount to your invoice item by percentage to show the customer the full value but at a lower price?

[@anniehopes9944]

Thank youuuuu!!!! ❤

[@EvangelineAkokwu]

Please how do I get the link, I want to share with my friend.

[@OndaWire]

Great breakdown of how to set this up. Where do I put my ETF and bank info so the money gets deposited directly into my business bank account? I only offer services so all of my clients pay by wire transfer. Thank you in advance

[@randyhelgeson1254]

When it comes to terms. And the pay me half upfront. Do i add that term? Or do i immediately after go to the paid section?

[@285ferrari]

If I want to add a discount as a line item, can that be made so it is always a negative number when I type it in? Seems like you have to add a minus sign first, this can be done in QB desktop

[@user-bo8tl8yq4y]

Hello on my invoice the billing address and the shipping address have the same recipient name I need the parent company name to be on the billing address and the sub company name on the shipping address Ive tried to edit a few different ways but it didnt work for me. hope you can help thank you

[@juanabonilla4357]

Hello nice information but how about if we receive the payment to this invoice thrue ACH in our acct or we charge the cuatomer credit card. How do l need to record this? Please advice

[@BudgetingMomma]

Please send help. I use the desktop version. News said explorer is shutting down. And recommendations of how to continue to use quickbooks desktop or how to change over to edge. Thanks in advance.

[@samuelsanchez2010]

I want to be able to send an invoice without the here is your invoice click on the link. I just want to send the pdf file. Can we do that

[@carlosjesusalicea9871]

How I can put the sales tax?

[@maryannsarapanan638]

thank you so much...❤️❤️❤️

[@user-ue2jz8tu5x]

How to set up GST number?

[@lisasullivan772]

I see that invoice recipient is able to pay a partial amount, but I want to send an invoice asking for a deposit only and show a remaining balance due on...date. Is that an option?

[@AlekseySilenko]

So if a customer pays by card I still have mark as received how much and how?

[@sajadva1326]

How to export invoiced details to excel

[@jaymorrison5895]

I have a customer that I hand write an invoice for each car that I do and submit them daily. then at the end of the month I have to submit a billing statement with each of those individual invoice numbers along with dollar amounts. Is this something I could do with quickbooks? Thanks

[@sicox8660]

definitely

[@johnarneson5057]

Use to be easy to prepare invoices. Now, it’s practically impossible.

[@dougmitchell288]

Less face time and more screen time would my comment

[@ChiefReynolds]

wow too much fluff just need a 30 second video

[@afzalzamiransari]

Good job but your video is irritating. Because when we wanna concentrate suddenly it disappear with a couple of second and you appear on the screen. This flipping video is irritating more and more to the viewers. So please when you wanna explain something on the screen keep it as it is, don't flip to your face.

[@user-gb7hk6ij4j]

I got QuickBooks, isn’t it easy for me, especially when I make an invoice, because when I see my report I see SALES ? I don’t sell any. My husband fix or repair something on houses,walls ,he make construction work, I feel confused.

[@sparklemonkeys0]

It will still be under sales as a service