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Intuit

QuickBooks Online invoicing in Gmail - FAQs

QuickBooks Online and Google have teamed up to bring you an easy way to invoice your customers from within your Gmail inbox. QuickBooks invoicing for Gmail is an add-on that is embedded within your Gmail inbox providing you with the ability to create an invoice from the data using your email. Once the invoice is created in Gmail, it will sync back to QuickBooks Online.

FAQs

Can I use the add-on if I'm using QuickBooks Self-Employed/QuickBooks Desktop?

Currently, the add-on works for QuickBooks Online Simple Start, Essentials, and Plus. You can sign up for a new account but this data will not be synced to your Quickbooks Self-Employed.

What are the fees for QuickBooks Invoicing?

It does not have additional fees. However, transaction fees for online payments apply if your customers pay invoices online.

I installed the add-on but can't find it. How do I check if it's installed?

Try refreshing your browser and opening an email thread. Add-ons should load on the right side of any email.

How do I add my logo to an invoice?

From Gmail:

  1. From the Gmail add-on, go to the menu and select Settings.
  2. Next to Color and logo, select Edit.
  3. Add your logo in the new tab.
  4. Go back to Gmail and refresh the page.

From QuickBooks Online:

  1. Select the Gear icon at the top, then Custom form styles.
  2. Find the template you want to customize and select Edit.

How do I send an invoice?

  1. Open the email thread for the customer you want to send an invoice to.
  2. When add-on appears on the right, choose the QuickBooks logo.
  3. Fill out your invoice.
  4. Choose Send to email the invoice to your customer.(If you are on any other screen within the add-on, choose the menu then select Create a new invoice).

Can I create a new customer when I send an invoice through Gmail?

Yes, if a customer doesn't exist in QuickBooks, we'll automatically create a new customer for you when you send the invoice.

How do I change what my email looks like when it gets sent to my customers?

You can edit the email message in QuickBooks Online. To do that:

  1. Select the Gear icon at the top, then Custom form styles.
  2. Select the template you want to edit.
  3. Choose the Emails tab.

Can I send a copy of the invoice email to myself?

Not yet. At this time, you can only send an invoice to one recipient.

How do I confirm that the invoice was sent?

  1. In your Gmail account, go to the menu and choose See recent invoice.
  2. Find the invoice you sent and choose Invoice Details. It is marked as sent if it was sent successfully. (You can also see it in your sent mail folder).

How do I know when my invoice gets paid?

We'll send you an email when an invoice is already paid. It is marked as paid on the invoice list. Make sure to add your bank account so we know where to deposit your money.

I'm a QuickBooks Online user and I don't see my data in Gmail. Why?

You might have accidentally signed up for a new account. This account has limited functionality compared to your Quickbooks Online account. If you need help to switch to your existing QuickBooks Online account, email gmail_invoice@intuit.com.

I don't see my products and services in the Gmail add-on. Why?

If it's your first time using Quickbooks Invoicing, you can create new products or services from Gmail. After you create them, we'll save them and you can always add those products or services to other invoices in the future.

I don't want the add-on anymore. How do I uninstall it?

  1. From your Gmail inbox, go to Settings and choose the Add-on tab.
  2. Select the uninstall button.

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