Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months

1 reply

October 22, 2023

Welcome to the Community, diamond construction!

 

I'm here to help you create an invoice in QuickBooks Online (QBO).

 

Here's how:

  1. Click the + New button.
  2. Select Invoice.
  3. Add a customer from the Select a customer dropdown.
  4. Review the Invoice date, Due date, and Terms.
  5. Fill in the form as you wish. 
  6. Tick the Tax checkbox if you need to charge sales tax.
  7. Select Save and send or Save and close.

 

If you want to talk with our support team for further assistance, here's a step-by-step guide on how to reach us:

 

  1. Go to the Help menu and select the Search tab.
  2. Then, click Contact Us.
  3. Then, enter a brief description of your concern and select Continue.
  4. Lastly, choose either Start a Chat or Get a Callback to start connecting with them.

 

You can reach them Mondays through Fridays from 6:00 AM to 6:00 PM Pacific Time and Saturdays from 6:00 AM to 3:00 PM.

 

I'll leave these articles with more details on creating invoices in QBO:

 

You can then record your customers' payments afterward. Here's an article for your reference: Record invoice payments in QuickBooks Online.

 

Let me know if you have additional questions about creating an invoice. I'm happy to help you out. Have a wonderful day ahead.