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Understand your QuickBooks Online Accountant invoice

by Intuit3 Updated 1 month ago

Learn how to read and understand your invoice from QuickBooks Online Accountant.

If you have a discount expiring soon, need to understand why your price has increased, or just added a new client, we’ll walk you through what you may need to look for on an invoice. 

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. 
QuickBooks Online Accountant

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