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locky1061-outloo
Level 1

I work for a company who self invoices how do I add these to quick books

 
4 Comments 4
MichelleBh
Moderator

I work for a company who self invoices how do I add these to quick books

Hi, @locky1061-outloo.

 

It would be my pleasure to guide you on how to record the invoices in QuickBooks Online. 

 

Here's how:

 

  1. Click the Plus (+) icon on the upper left side. 
  2. Choose Invoice under Customer
  3. Hit the Customer drop-down arrow to add a customer. 
  4. Select the Add new tab, then click Details.
  5. Complete customer information, then tap Save

 

       6. Complete the Product/Service, Description, Amount, etc. 

       7. Press Save or click the drop-down arrow to choose either Save and close/ Save and send.  

 

For the detailed steps, please visit this link: How to create an invoice in QuickBooks.

 

You also have an option to customize the invoices and turn on the online payments for invoices in QBO. This way, you can personalize the form and let your customer pay their invoice online. For more information, you may check out this article: Customize invoices, estimates, and sales receipts.

 

For future reference, I suggest visiting this website: QuickBooks Online (QBO) Tutorials. This link contains step-by-step videos about effectively managing your QBO account, invoices, income, expenses, banking, and inventory. 

 

Let me know if you have follow-up questions. I'm always here to help. Take good care always, @locky1061-outloo.

locky1061-outloo
Level 1

I work for a company who self invoices how do I add these to quick books

Many thanks for your help I have one other question. If I want to pay myself where and how do I enter this

locky1061-outloo
Level 1

I work for a company who self invoices how do I add these to quick books

Many thanks for your help I have one other question, if I want to pay myself where and how do I enter this on the system

MarsStephanieL
QuickBooks Team

I work for a company who self invoices how do I add these to quick books

I'd be glad to help you with this, @locky1061-outloo.

 

You can use the owner's draw account (an equity account) to track withdrawals of the company's assets to pay yourself (owner). This needs you to create an account in the Chart of Accounts, then create a check transaction.

 

Now, let's create an Owner's Equity account:

 

  1. Go to Settings on the top menu. 
  2. Select Chart of Accounts.
  3. Tick the New button.
  4. Choose Equity from the Account Type drop-down. 
  5. From the Detail Type drop-down, select Owner’s Equity.
  6. Fill out the following:
  • Name
  • Description
  • Balance

       7. ​​​​​​​​​​​​​​​​​​​​​Press Save and Close. This is how it looks like:
 

 

After that, you can write a check and make sure that you have selected the owner's equity account you've created in the Category field. I've added a screenshot below for your reference.

 

 

I've also included this reference page to help you how to compensate yourself when handling personal funds in QuickBooks: Salary or Draw: How to Pay Yourself as a Business Owner.

 

You may also find this reference helpful when creating an expense with your own funds in the future: Pay for business expenses with personal funds.

 

I'll be here if you need further assistance or questions. Just let me know in the comment section below. Have a wonderful day.

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