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Hi, @locky1061-outloo.
It would be my pleasure to guide you on how to record the invoices in QuickBooks Online.
Here's how:
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.
Many thanks for your help I have one other question. If I want to pay myself where and how do I enter this
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
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:
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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