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Understand your invoice

by Intuit • Image Alt Text 64 •
Image Alt Text Updated 9/29/2026 10:02

If you're still using QuickBooks Online Accountant, update to Intuit Accountant Suite (IAS) before you follow the steps in this article. Your Primary admin or Company admin can make this update by selecting the Settings ⚙, then select Try Intuit Accountant Suite when signed into the account.

Learn how to read and understand your invoice from Intuit Accountant Suite.

Whether your discount is expiring soon or your price went up, invoice details matter. We can help you navigate these changes on your statement. If you just added a new client, we will also show you what to look for.

If you have a question about a charge from QuickBooks, you can look it up here. 

Read your invoice

Invoice header

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Header: The header is a quick reference of the primary invoice details. 

  • Invoice number: This is for reference only.

  • Total: This is what you paid.

  • Date: This is when the payment was processed.

  • Payment method: This is the payment method you have on file.

  • Payment authorization code: This is for reference only.

Bill to: This section contains your company information, including address and Company ID. 

Billing summary

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This is a summary of the subscriptions that were active in your account on the date of the invoice. Each product is listed, with the quantity. 

Billing by client

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Billing is broken down by client and displays each product that the client uses. For each client, you’ll see the following: 

  • Client’s business name and company ID.

    • If you added a client during that billing month, “New Client” will appear next to that business name.

  • Product name and dates for that charge, and if it was just purchased or a recurring charge.

    • If a client uses Payroll, the line item includes the amount for each worker in that account and the amount of workers.

  • Amount without tax.

  • Amount including tax.

Client subscriptions

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This section displays the total billing amount for each product for all client subscriptions, including a break out of the sales tax and whether they have a discount associated with it. 

Tax reporting information 

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Here, you’ll find the billing period and charge totals information.  

  • Period for monthly fees or Period for annual subscription fees: These are the dates for which you are being charged. It also tells you if you are on a monthly or annual subscription.

  • Total without tax: What you paid for just your subscription.

  • Total tax: What you paid in taxes.

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