How to Create Invoices and Bills in QuickBooks Online
Welcome back to our blog! In this article, we’re excited to guide you through the process of creating invoices and bills in QuickBooks Online. Follow these simple steps to streamline your financial management.
Creating an Invoice
To get started with creating an invoice, navigate to your dashboard.
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Access the Invoice Section:
- Click on the "+" New button located in the top left corner of the screen.
- From the drop-down menu, select the Invoice section.
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Select a Customer:
- In the Add Customer section, choose the customer you want to invoice.
- If the customer is new to your system, you can add them by clicking on the Add New button.
- If you select an existing customer, their details will auto-populate for your convenience.
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Add Tags:
- You may also add tags to your invoice for easy categorization and tracking.
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Input Product or Service Details:
- Next, input the products or services you are providing. Ensure all information is accurate.
- Review and Send:
- After entering all necessary details, tap on the Review and Send button to finalize your invoice.
Creating a Bill
To create a bill, you’ll follow a similar process.
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Access the Bill Section:
- Begin at your dashboard by clicking on the "+" New button in the top left corner.
- From the drop-down menu, select the Bill section.
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Choose a Vendor:
- In the Choose a Vendor section, select the vendor you are billing.
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Enter Bill Number:
- Input the bill number for your records.
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Review Category Section:
- Check and ensure the category section aligns with your expenses.
- Save Your Bill:
- Finally, click the Save and New button or just the Save button in the bottom right corner to complete the process.
Conclusion
There you have it! You’ve now learned how to create invoices and bills in QuickBooks Online. This tool can significantly enhance your efficiency in managing finances. Thanks for reading, and we hope you find this information helpful for your business!
