How to create an INVOICE and receive payments in QuickBooks Online

preview_player
Показать описание
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.

☑️My favorite bookkeeper training (affiliate links)

☑️Classes taught by me

☑️Free stuff

☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)

☑️Other awesome classes (affiliate links)

▶ Videos to get started bookkeeping:

▶ More videos you'll like:

#bookkeeper #finepoints #bookkeeping
Рекомендации по теме
Комментарии
Автор

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?

sharonpaul
Автор

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

kellidickerson
Автор

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

brunomichaels
Автор

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

MImran-puvp
Автор

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.

MickeyBulldog
Автор

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.

kcbknitter
Автор

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

jesilynpeterson
Автор

hi How to enter Payment received with out creating Invoices?

dippatdublin
Автор

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.

miriamofsanik
Автор

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

ben
Автор

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

funtimewithme
Автор

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?

amnewt
Автор

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???

aleli
Автор

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?

vanessacollins
Автор

Can you recommend quickbooks courses to me?

ThaysseMacedo