How to Create Invoices in QBO

Поділитися
Вставка
  • Опубліковано 13 гру 2024

КОМЕНТАРІ • 111

  • @SusanMMiller-z7q
    @SusanMMiller-z7q 5 місяців тому +1

    Clara you are awesome, I love your teaching style.

  • @nikkirichter848
    @nikkirichter848 Місяць тому

    Great tutorial, very clear audio and video!

    • @ClaraCFO
      @ClaraCFO  Місяць тому

      Glad it was helpful!

  • @travelingcatt44
    @travelingcatt44 9 місяців тому +1

    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.

  • @eduardozamora2358
    @eduardozamora2358 Рік тому +3

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

  • @joshuacaylor881
    @joshuacaylor881 11 місяців тому +1

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

  • @nationalandinternationalkn585
    @nationalandinternationalkn585 Рік тому +1

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

    • @ClaraCFO
      @ClaraCFO  Рік тому

      I'm thankful for it too!

  • @Daiziel8
    @Daiziel8 9 місяців тому +1

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

    • @ClaraCFO
      @ClaraCFO  9 місяців тому

      Glad it was helpful!

  • @robertoalvaro7689
    @robertoalvaro7689 9 місяців тому +1

    Hi greetings for you very helpful videos!

  • @gigifuentes582
    @gigifuentes582 Рік тому +5

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

  • @aromacg
    @aromacg Рік тому +1

    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

  • @desertdog7529
    @desertdog7529 Рік тому +3

    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!

  • @mackca9864
    @mackca9864 10 місяців тому

    You were the best, best !!

  • @humingbird2187
    @humingbird2187 10 місяців тому

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

  • @SuperSpikejack
    @SuperSpikejack 10 місяців тому

    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?

  • @HamidurRahman
    @HamidurRahman Рік тому +2

    Thanks Hannah , helpful topics

  • @rohanchung2185
    @rohanchung2185 Рік тому +1

    Great tutorial

    • @ClaraCFO
      @ClaraCFO  Рік тому

      Glad you think so! Thanks for watching!

  • @LindaLucio-m5x
    @LindaLucio-m5x Рік тому

    This video helped me a lot! Thanks

  • @lixyibethgarcia1892
    @lixyibethgarcia1892 10 місяців тому

    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!

  • @lixyibethgarcia1892
    @lixyibethgarcia1892 10 місяців тому

    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

  • @rodeliawoodcock6299
    @rodeliawoodcock6299 10 місяців тому

    ❤i love this ur explaintion

  • @tejasamin2470
    @tejasamin2470 Рік тому

    Did you make account payable videos?

  • @deanwada6794
    @deanwada6794 Рік тому +1

    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?

  • @setinstone.tilecraft
    @setinstone.tilecraft 2 місяці тому

    Is it possible to do a lump sum invoice in QBO? I think it would be awesome if I list off my labor and expenses on the the customer side they only the final amount.

  • @klaudias638
    @klaudias638 Рік тому

    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?

  • @KarenWaldner-r1x
    @KarenWaldner-r1x Рік тому

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

  • @TonyaHester-l2k
    @TonyaHester-l2k Рік тому

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

  • @cherylficek
    @cherylficek 10 місяців тому

    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.

  • @DennisHaynes-p8h
    @DennisHaynes-p8h 10 місяців тому

    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?

  • @susanfarrell6125
    @susanfarrell6125 Рік тому

    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?

  • @ETownsend-l8h
    @ETownsend-l8h Рік тому

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

  • @naveenkgeorge2000
    @naveenkgeorge2000 Рік тому +1

    Thanks...Can you please do Accounts Payable also

    • @ClaraCFO
      @ClaraCFO  Рік тому

      Will put it in the queue!

  • @normasalminen4242
    @normasalminen4242 Рік тому +1

    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
      @ClaraCFO  Рік тому

      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.

  • @CWTSAccountingDept
    @CWTSAccountingDept 6 місяців тому

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

    • @ClaraCFO
      @ClaraCFO  6 місяців тому

      What are you trying to customize exactly?

  • @RebeccaNunnelee
    @RebeccaNunnelee 11 місяців тому +1

    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
      @ClaraCFO  11 місяців тому

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

  • @powerfullyhappy5226
    @powerfullyhappy5226 Рік тому

    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.

  • @KarenWaldner-r1x
    @KarenWaldner-r1x Рік тому

    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

  • @gomacsigns5440
    @gomacsigns5440 Рік тому

    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.

  • @jimmackey6376
    @jimmackey6376 Рік тому

    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

  • @izabelscalabrin1163
    @izabelscalabrin1163 Рік тому

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

  • @KhristianDelozier
    @KhristianDelozier 8 місяців тому

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

  • @gaia8297
    @gaia8297 3 місяці тому

    Is it possible to create an invoice after a payment/deposit has been received?

  • @haileyburgos5849
    @haileyburgos5849 Рік тому

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

  • @nichaniskandarian2421
    @nichaniskandarian2421 Рік тому

    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

  • @igoys3016
    @igoys3016 Рік тому

    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?

  • @olnata5263
    @olnata5263 9 днів тому

    How work with invoice which have deposit ?

  • @danielramirez-rr8yc
    @danielramirez-rr8yc 9 місяців тому

    clara u amazingg!!!!

  • @amnewt1640
    @amnewt1640 10 місяців тому

    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.

  • @FromHereTwoThere
    @FromHereTwoThere 9 місяців тому

    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?

  • @DanielMcTaggart-j5j
    @DanielMcTaggart-j5j Рік тому +1

    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?

  • @aleli1997
    @aleli1997 10 місяців тому

    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?

  • @ceciliaalvarado636
    @ceciliaalvarado636 Рік тому

    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.

  • @karlametzler1831
    @karlametzler1831 Рік тому

    How do I delete a sample Invoice I cteated?

  • @stewartsnacks
    @stewartsnacks Рік тому +1

    Awesome thanks

    • @ClaraCFO
      @ClaraCFO  Рік тому

      Thanks for watching! 😊

  • @christoffersmith705
    @christoffersmith705 Рік тому

    CAN YOU DO BAR CODE ON YOUR INVOICE TO SCANE

  • @seamus3389
    @seamus3389 Рік тому

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

  • @LindaLucio-m5x
    @LindaLucio-m5x Рік тому

    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?

  • @gracesesto4677
    @gracesesto4677 Рік тому

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

  • @gloriaclark9767
    @gloriaclark9767 Рік тому

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

  • @LuisaLorenzo-m5z
    @LuisaLorenzo-m5z 3 місяці тому +1

    Can I discontinue my quickbooks ?

    • @ClaraCFO
      @ClaraCFO  3 місяці тому

      Yes, you can cancel your subscription at any time.

  • @caroltaavola1353
    @caroltaavola1353 Рік тому +1

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

    • @ClaraCFO
      @ClaraCFO  Рік тому +2

      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!

  • @agnisiantar
    @agnisiantar 11 місяців тому

    How do you send invoice hourly?

  • @RACSTREASURER
    @RACSTREASURER Рік тому

    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.

  • @KarenGravatt-i4y
    @KarenGravatt-i4y Рік тому

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

  • @tkane2391
    @tkane2391 9 місяців тому

    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
      @ClaraCFO  9 місяців тому

      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?

  • @DebraKroningold
    @DebraKroningold Рік тому

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

  • @lockingmailboxinstallers1276
    @lockingmailboxinstallers1276 4 місяці тому

    Whenever I convert an estimate I have made to an invoice it always changed the name to the most recent invoice instead of the estimate name...
    Does anyone know a fix for this?

  • @taylorwagner1258
    @taylorwagner1258 Рік тому

    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
      @taylorwagner1258 Рік тому

      Also really love your videos & thoroughness. Very helpful!

  • @MusacassaTaal
    @MusacassaTaal Рік тому

    New Template of desktop invoice?

  • @tikitaka8042
    @tikitaka8042 Рік тому

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

  • @mochehrzad9077
    @mochehrzad9077 7 місяців тому

    Can you please also show it in QB desktop

    • @ClaraCFO
      @ClaraCFO  7 місяців тому

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

  • @JeanRaifstanger
    @JeanRaifstanger 11 місяців тому

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

  • @WSPGLOBALLtd
    @WSPGLOBALLtd Рік тому

    can I have quickbooks free? without annual payment?

  • @gloriaclark9767
    @gloriaclark9767 Рік тому

    can i invoice with out an email adress?

  • @user-tradekaro
    @user-tradekaro Рік тому

    Any Job opening in your company?

  • @cremtor5640
    @cremtor5640 Рік тому +1

    Thank you 🤩👍

  • @fancistephiofficial
    @fancistephiofficial Рік тому

    Can you explain tags?

    • @ClaraCFO
      @ClaraCFO  Рік тому

      I have a video for that! ua-cam.com/video/w9jVfBOvxf4/v-deo.html

  • @DaisyrieDoriman
    @DaisyrieDoriman Рік тому +1

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

  • @DudyOne
    @DudyOne Рік тому

    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
      @ClaraCFO  Рік тому

      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 🧐

  • @cherylficek
    @cherylficek 10 місяців тому

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

  • @josechavez1006
    @josechavez1006 11 місяців тому

    👍

  • @giovanaramirez5146
    @giovanaramirez5146 8 місяців тому

    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

  • @vanguy9780
    @vanguy9780 8 місяців тому +1

    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
      @ClaraCFO  8 місяців тому

      I appreciate the feedback!

  • @shannarampersad3544
    @shannarampersad3544 8 місяців тому

    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
      @shannarampersad3544 8 місяців тому

      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.

  • @performances342
    @performances342 Рік тому

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

  • @jayphilipwilliams
    @jayphilipwilliams Рік тому

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

  • @Armandhouri
    @Armandhouri 3 місяці тому

    Your hair is SO dry... you need to change your hairdresser as you need a new haircut....color oh also Eye brows........ arched !!!!! with eye bones not a good idea

    • @ClaraCFO
      @ClaraCFO  3 місяці тому

      Oh I'm sorry - did you think you were watching a beauty channel? Flattered, but this is a place where people are kind and learn about how to make their businesses financially successful. Seems like that's not a good fit for you.