How to Create & Customize Invoices in QuickBooks Online | Add Logo, Send by Email, & Track Profit

In this video, we walk you through how to create a professional invoice in QuickBooks Online, customize the invoice template, and add your company logo. Learn how to email the invoice directly to your customer, register payment, and verify the transaction in your profit and loss statement. We also show you how to add a product to your inventory in QuickBooks Online. This comprehensive tutorial is perfect for small business owners or freelancers who want to streamline their invoicing process and track financial performance.
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Steps:
Open QuickBooks Online and navigate to the invoice section.
Click “Create Invoice” and fill in customer details.
Customize the invoice template by selecting different styles and formats.
Add your company logo to the invoice by uploading the image file.
Send the invoice directly to your customer via email from within QuickBooks.
Record payment once the customer pays the invoice.
Go to the Profit & Loss report to verify the registered payment.
Add a product to QuickBooks by navigating to the product and services section and filling in the relevant details.
Tags:
QuickBooks Online, Create Invoice QuickBooks, Customize Invoice Template, Add Logo to Invoice, Send Invoice by Email, Register Payment QuickBooks, Profit and Loss Report QuickBooks, Add Product QuickBooks, QuickBooks Tutorial, Invoice Template QuickBooks