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bonz5884
Level 1

I am new to Quickbooks. I work part time hours every week and want to know how I submit an invoice to the company I work for weekly ( as they will pay me weekly)

 
1 REPLY 1
SheandL
QuickBooks Team

I am new to Quickbooks. I work part time hours every week and want to know how I submit an invoice to the company I work for weekly ( as they will pay me weekly)

Thank you for choosing QuickBooks as your business partner, Bonz. You can access the Get Paid section of your account to create an invoice successfully.

 

To manually create a weekly invoice, here are the steps that you can follow:

 

  1. Log in to your QuickBooks account.
  2. On your left navigation panel, click the + New button.
  3. Select Invoice.
  4. Select your company's name from the Add Customer dropdown. If you haven't created any customers, you can visit this article for guidance: Add a new customer.
  5. After that, add the necessary details and ensure the dates are correctly inputted.
  6. Navigate to the Product or service section, and select the services provided during the week. If you haven't set up any of this, you can follow the steps provided in this article: Add new products or service items.
  7. Once everything is complete, click Review and Send.

 

For reference, please see the screenshot below: 

 

 

To streamline your invoicing process, you may consider upgrading to QuickBooks Online Essentials or a higher tier. These versions provide advanced features, including setting up recurring transactions.

 

As a new QuickBooks user, I'm including a helpful article that will guide you in setting up your account: Get started with QuickBooks Sole Trader.

 

You're always welcome to post or reply to this post if you have other questions about QuickBooks-related tasks. We'll be sure to help you any time.

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