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September 4, 2020
Question

Where is the "invoice toolbar"?

  • September 4, 2020
  • 1 reply
  • 2 views
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1 reply

JoesemM
QuickBooks Team
September 4, 2020

I want to officially welcome you to the QuickBooks Community, @rich37.

 

You can find the Invoice toolbar when you click the +New icon in the upper left corner of your screen. From there, you can create an invoice for your customers.

 

Once your ready to create an invoice, you can follow the steps below:

 

  1. Go to the +New icon in the upper left corner.
  2. Click Invoice under Customers.
  3. Choose a customer from the Customer ▼ dropdown.
  4. Review the Invoice date and change the due date in the Terms ▼ dropdown if necessary.
  5. From the Product/Service column, select a product or service. You can also click +Add new to create a new product or service right from the invoice.
  6. Enter a quantity, rate, and change amount if needed.
  7. Once ready, click Save and send or Save and close.

To learn more about creating an invoice, click this article: Create invoices in QuickBooks Online. It also includes a video tutorial for visual reference.

 

Once your customer pays for their invoice, you can now receive and categorize your invoice payments in QuickBooks, check out this article on how to record it: Record invoice payments in QuickBooks Online.

 

You can also visit our Income and expenses page. It contains great articles that can help you manage your account and answers your How do I question.

 

Please know that you're always welcome to post if you have any other concerns. I'm here to keep helping. Have a good day.