I am just starting with QB online. I have the simple start online version. I have been using QB desktop for years. I need help with the invoice.

Happy to help, @sewfarsewgoodemb.

I'll walk you through some troubleshooting steps so you can use your default invoice in QuickBooks Online Simple Start. 

Ensure that you use the correct template when creating the invoice. To check, follow the steps below: 

1. Go to the Sales menu and select Invoices. 
2. Open the invoice and click the Customize tab on the lower part. 
3. Check the default template. 
4. Click the Print or Preview button to verify the template.

Once the issue persists, I recommend logging into your account through incognito. This way, we can verify if this is a browser-related problem.

Use the hotkeys below:

• Ctrl + Shift + N (Google Chrome)
• Ctrl + Shift + P (Firefox)
•  Control + Option + P (Safari)
•  Ctrl + Shift + P (Microsoft Edge)

Once logged in, reopen the invoice to see if it is already using the default template. If fixed, please return to your regular browser and clear the cache by pressing CTRL+ Shift+ Delete on the keyboard.

But if you mean your old invoices are not using the default template, then it's working as designed since it only applies to future transactions. 

If you're not referring to your old transactions, did you receive any error messages when you opened the invoices? Please tell us more about it or include a screenshot in your response. This allows us to review our reports and provide you with solutions.

Additionally, check out this video tutorial below to learn how to personalize sales forms, receive customer payments, record payments, deposit funds, and many more: 

• Invoice and Payments step-by-step videos
• Sales and Customers FAQs

I'll wait for your response to ensure this is taken care of as soon as possible. Keep safe.

Hello,

Thank you for your response. I am not finding the Sales menu. I'm sorry I am just starting with this online version.

It's in the menu/ list on the left had side of your screen.  

It will have  +New

                    Banking

                     Sales

                     And so on, and so forth.  

You can hover over Sales and it will show other options.  One of which is invoices. 

Welcome back to this thread, sewfarsewgoodemb.

I'm here to guide you through how to create an invoice in QuickBooks Online. The Sales menu is located on the left side of the page. See the attached screenshot below as your visual guide.

You can also use the +New button, then select Invoice. I'm adding a screenshot below so you can see where to find the feature.

If your account is on a Business view, you can Bookkeeping from the left menu. Choose Transactions, go to the All Sales tab, then New transactions. 

Please know that there are two ways to display your account. You can browse this article to learn more about this: Switch between Business and Accountant view in QuickBooks Online.

QuickBooks puts unpaid invoices into your accounts receivable account. You'll see this account on your Balance Sheet and other financial reports.

Once your customers pay what they owe, you can record the payments in QuickBooks. Check out this article for the detailed steps: Learn how to receive and record invoice payments in QuickBooks Online.

Let me know if you need more help with this. I'm always right here to provide the steps so you can create an invoice.

so I was in the business view I am now in account view. I am trying to follow your directions but I do not see customize at the bottom . I think I am in old invoices. I can not figure out how to change to new invoice. I have followed the directions on the the help section but my screen does not show what is being mentioned. I am so frustrated.

I appreciate you for getting back in the thread, @sewfarsewgoodemb. Let's work this out so you can create an invoice and customize the way it looks in QuickBooks Online (QBO).

Before anything else, can I clarify something about your query? Would you like to create an invoice and change its default template in your company file? Or would you like to make an invoice using the new experience and change the current template? This way, I'll be able to provide you with a suitable resolution to your concern.

Now, if you want to create an invoice and change the template, know that you'll have to set up a custom template for your sales form in your account. You can visit this article for further guidelines on how to customize your invoice template: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Once you've set up a custom template, here's how you can use it in your invoice:

1. Access your QuickBooks Online company file.
2. On the left navigational bar, click the +New button.
3. Under Customers column, select Invoice.
4. Below the line item, click Customize beside the Make recurring.
5. In the list, locate the invoice template you created earlier and then click it.
6. Fill in the necessary information in each field.
7. Once done, click Save and close.

If you want to create an invoice using the new Invoice experience, know that the feature is only available for new QBO accounts. That said, if the company file you're using is old, you can only customize the template to see other details and sections in your invoice view.

If your company file is new, and you've accidentally ticked the Old layout button and reverted back to the old version of invoice, know that you can't switch back to utilize the new Invoice experience feature.

Additionally, here's an article to help you handle invoice payments in QBO: Take and process payments in QuickBooks Online with QuickBooks Payments.

You can also see visit this page if want to customize a report to show specific data in QuickBooks: Customize reports in QuickBooks Online.

@sewfarsewgoodemb, if you need further assistance managing invoices in QuickBooks. You can always get back to me by clicking the reply button below. I'll make sure to respond right away. Take care.

Thank you for the tips. I have created 2 invoices as instructed and marked as default and still the invoice that comes up is the standard one. I have tried everything I can think of. :o(

I appreciate you for trying the steps shared by my colleagues, sewfarsewgoodemb.

Let's ensure this issue is taken care of by reaching out to our phone support team. One of our agents can look at your account and investigate why the standard invoice keeps showing despite setting a different default one.

You can contact them through the ? Help icon. Then, continue with the on-screen instructions to successfully contact our support.

You can always browse these references as your guide in recording customer payments:

• Invoice and Payments step-by-step videos
• Sales and Customers FAQs

I'm just around if there's anything that I can help with processing invoices.