Is there a way to create an invoice directly from a transaction in QB that I am reconciling? I am using the Basic version of QBO.

Thanks for providing such a detailed explanation, @bakerchambliss.

Currently, QuickBooks Online (QBO) does not offer the ability to create an invoice directly from a bank transaction while you're reconciling.

From what you've described, it sounds like you're trying to generate invoices for each healthcare practice based on purchases that appear in your bank feed.

If your goal is to record the transaction, you don't need to create an invoice. Instead, you can directly categorize your transaction under the correct sales category. You can visit this article to learn more about Categorization in QBO: Categorize online bank transactions in QuickBooks Online.

However, if you need to bill each practice for those purchases, you'll need to create an invoice manually. You can visit this article to learn how to create an invoice in bulk: Create and send multiple invoices.

If you need further help as you proceed, let us know by filling in the comments.

Hi Bakerchambliss,

No. There still needs to be an option to create an invoice directly from a reconciled bank transaction. The information from the reconciled bank transaction should be able to populate directly into the invoice you are trying to create. Currently you have to come out of the transaction, go into sales/invoices, create new invoice, enter your information, etc. Very inefficient.

We appreciate your insight into how this functionality could improve efficiency and streamline your workflow, bakerchambliss.

Since QuickBooks Online (QBO) doesn't have a direct create invoice option from a bank transaction while you are reconciling, we highly encourage you to submit your feedback directly to our product development team. 

They can review customer suggestions to prioritize updates and new features that add value to users. Your detailed feedback could help shape future functionalities in QBO.

Here’s how you can do so:

1. Go to the Gear icon in your QBO account and select Feedback.
2. Describe your idea clearly, including how this feature could benefit your business and optimize workflows.
3. Submit it by clicking Next.
   
   

To get updates about the status of your request, you may visit the Customer Feedback page.

Thank you for taking the time to share your thoughts with us. Please never hesitate to reach back if you have any additional questions or need assistance. We'd be glad to provide the necessary help.