How to set up e-invoicing in QuickBooks Online - Malaysia
by Intuit•29• Updated 3 days ago
| Intuit is providing this for informational purposes only and does not provide professional advice. We recommend seeking professional advice as required. |
Learn how to opt into e-invoicing in QuickBooks Online
Before you start, make sure you have:
- BRN (Business Registration Number)
- TIN (Tax Identification Number)
- MSIC (Malaysia Standard Industrial Classification)
- SST ID (Sales and Service Tax ID) - only if you’re registered for Sales & Service Tax (SST)
You’ll also need your MyInvois credentials (Client ID & Client Secret).
What is e-invoicing?
E-invoicing empowers businesses to send digital invoices automatically, making operations smoother and more efficient by:
- ensuring compliance with local laws
- reducing administrative tasks
- reducing errors
Step-by-step instructions for setting up e-invoicing
| Note: You’ll need to log in to QuickBooks Online to send e-invoices created on QuickBooks mobile to LHDN. Learn how to create and track e-invoices in QuickBooks Online. |
Learn more about e-invoicing in Malaysia
| If you ever need to update your legal name, address, Tax ID, or InvoiceNow representative, you'll need to de-register and re-register. See Changing your business details after activation. |
2. Set up GST InvoiceNow (report to IRAS)
In step 1, you set up InvoiceNow. In this step, you'll set up GST InvoiceNow, which connects QuickBooks to IRAS, so your invoices are automatically reported for GST purposes.
GST InvoiceNow is mandatory once your business reaches the revenue threshold for your mandate phase. QuickBooks can't determine your turnover automatically — it's your responsibility to check the timeline and know when to enable this.
- From the Next steps screen, once your InvoiceNow connection is validated, select Enable GST InvoiceNow.
- QuickBooks creates your GST InvoiceNow government profile in the background. Once that's done, select Verify with Singpass and log in to your Singpass account, as you did in step 1.
- After you've logged in, you'll get confirmation that you've successfully registered. Close that tab, return to QuickBooks, and select Next.
- Select Refresh to check whether your account is verified. This can take a few minutes to sync — if it's still awaiting verification, wait a few minutes and select Refresh again.
- Once the status shows GST InvoiceNow: Connected, you've successfully set up GST InvoiceNow.
| Note: Once GST InvoiceNow is active, using Save and send e-invoice will submit to both your buyer and IRAS. See How to create, send, and track e-invoices in QuickBooks Online for full details on your submission options. |
3. Set up POS sales customer, STI customer, and PCP supplier (if required)
If your business handles cash or POS sales instead of invoicing customers individually, you'll need to create one invoice at the end of each day that combines those sales, so you can still report it to the government.
- From the Next steps screen, next to Set up POS Sales customer, STI customer, and PCP supplier, select Set up.
- Once you select Set up, QuickBooks automatically creates three special customer and supplier records for businesses that make sales or purchases without issuing individual invoices to named buyers.
| Record | Type | UEN | Use it for |
| POS Sales | Customer | 0000000POS | Aggregated point-of-sale or cash sales where you haven't captured individual buyer details. Create one invoice per period against this customer. |
| STI | Customer | 0000000STI | Simplified Invoices — sales where a simplified tax invoice is issued (typically amounts under S$1,000). |
| Petty Cash (PCP) | Supplier | 0000000PCP | Aggregated petty cash purchases with no supplier invoice from a supplier on the InvoiceNow network. |
4. Update your customer records
To comply with local tax laws, you’ll need to add a few new details about the customers you invoice.Â
- From the Next steps screen, next to Fill tax identifiers for your customers, select Go to customers. Or go toGo to All apps
, select Customer Hub, then select Customers & leads (Take me there). - Select the customer name to open the customer record, then select Edit.
- Go to the Additional info section:
- Select the Customer category from the â–Ľ dropdown.
- For a Domestic business: Provide their UEN number
- For a Foreign business: Provide their Peppol ID.
- Select Save.
- Repeat for all customers using e-invoicing.
5. Update your supplier records
You'll also need to add these details to the suppliers you bill.
- Go to All apps, select Expenses, then select Suppliers (Take me there).
- Select the supplier name to open the supplier record, then select Edit.
- Go to the Additional info section:
- Select the Supplier category from the â–Ľ dropdown.
- For a Domestic business: Provide their UEN number
- For a Foreign business: Provide their Peppol ID.
- Select Save.
- Repeat for all suppliers using e-invoicing.
6. Switch to the new invoice layout
InvoiceNow uses a new invoice layout. You'll need to switch before you can send your first e-invoice.
To switch:
- Go to Create +, then select Invoice.
- At the top right of the invoice, select Update layout.
- On the modal that appears, select Update layout again to confirm.
- The invoice reloads in the new layout.
| You only need to do this once. After you switch, all new invoices will use the new layout by default — for you and every other user in the company. If you need to switch back, select the option in the top right of the invoice to revert to the old layout. See How to create, send, and track e-invoices in QuickBooks Online for detailed instructions on how to send your first e-invoice with InvoiceNow. |
Your e-invoicing hub
Once setup is complete, you can access your e-invoicing hub at any time by going to Settings âš™, then Compliance centre, then the E-invoicing tab.
You can still create invoices, bills, credit notes, and purchase orders in the usual places in QuickBooks — the e-invoicing hub doesn't replace that. What it does is give you a centralised place to monitor everything related to e-invoicing in one view, without having to navigate across different parts of the product.
The hub has four tabs:
| Tab | What it's for |
| Overview | A dashboard showing your e-invoicing activity at a glance — recent submissions, inbound documents, and anything that needs your attention. |
| Inbound Documents | All invoices and purchase orders received from suppliers via the InvoiceNow network. This is the only place in QuickBooks where you can see and action inbound e-invoices. |
| Outbound Documents | A list of all outbound documents you've submitted — invoices, credit notes, and purchase orders — with their current delivery and IRAS submission statuses. |
| Reports | The GST InvoiceNow Submissions report. Shows every document submitted to IRAS with acknowledgement IDs, GST amounts, and statuses. Exportable as CSV. See View and export your e-invoicing submission report for full details. |
Changing your business details after activation
When you set up InvoiceNow, your business information — including your legal name, address, Tax ID, and InvoiceNow representative — is registered with Fonoa and published to the Peppol directory. This is how other businesses on the InvoiceNow network find and route documents to you.
If any of these details change, simply updating them in QuickBooks isn't enough. The Peppol directory will still hold your old information until you de-register and re-register. If you don't do this, invoices may be misrouted or rejected by the network.
The details that require de-registration and re-registration if changed are:
- Legal trading name
- Business address
- Tax ID / Sales tax registration
- InvoiceNow representative (name or email)