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francine7
Level 1

Where is create invoice? It is not showing under Menu-customer

Im learning qb on line...Im very familiar with QB Desktop. As I'm learning on-line, following the tutorial videos....I cannot fine the following: Trying to create an invoice, the video tells me to to to menu-customer-create invoice......there is no option for create invoice????

2 Comments 2
TrixieD
QuickBooks Team

Where is create invoice? It is not showing under Menu-customer

I appreciate your eagerness to learn how to create an invoice in QuickBooks Online, Francince7. Let me guide you through the process.


QuickBooks Desktop and (QBO) have different interfaces because they are built for different needs and ways of working. QBDT is installed on your computer and has a detailed, feature-heavy design, while QBO is cloud-based with a simple, easy-to-use layout for quick access from anywhere.
 

  1. From the left panel, hover your mouse over the +Create menu.
    invoice.png

  2. In the Customers column, click Invoice.
  3. You’ll be routed to the Invoice page, and then you can fill out the necessary information.
  4. Once completed, click the Save and close button, or use the dropdown to select either Save and new or Save.


For additional questions about QuickBooks, leave a comment below or create a new post. We're here to guide you through the process.

Rainflurry
Level 15

Where is create invoice? It is not showing under Menu-customer

@francine7 

 

You can find it under New > Invoice.  You can also create an invoice on the 'Customers' page, under the 'Action' column.  Click the down-arrow for any customer and select 'Create invoice'.  

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