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Description of QuickBooks Online forms

by Intuit Updated 1 month ago

If you are new to using accounting applications, here are some terms that can help you identify the forms in QuickBooks Online.

For more information in creating these forms, signed in your QuickBooks Online, select the Help (?) icon.


An invoice is a bill for an account between a customer (buyer) and a supplier (seller) indicating what was sold and how much is owed. These are sent when your customers are not paying immediately for goods/services sold and you are expecting a payment at a later date.

Receive Payment

Receive Payment is used in conjunction with Invoice. When a customer is paying an invoice, you can record receiving the payment.


is created when you want to give your customer an estimation of how much a job will cost. The estimate form looks very much like an invoice, but its purpose is to help you begin negotiations with your customer. Later, once the estimate is accepted and you're ready to bill your customer, you can add data from the estimate onto an invoice.

Sales receipt

Sales receipts are generally used for goods/services rendered at the time of a purchase (sometimes referred to as a "point of sale" purchase), or when customers give you immediate payment.


The status of the customer's account at a particular point in time. It represents sales transactions, credits, and payments in each line item for a given period. It doesn't offer as much detail as the individual sales transactions. It notifies your customers where they stand and if they still owe you any money. You send it to your customers on a regular basis.

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