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sclery
Level 1

I want to create a new invoice. When I select new invoice, a new feature screen pops up that I can't get past. How do I skip/bypass it?

 
1 Comment 1
MariaSoledadG
QuickBooks Team

I want to create a new invoice. When I select new invoice, a new feature screen pops up that I can't get past. How do I skip/bypass it?

Hi sclery,

 

You can click the close (X) button on the upper right of the window. You'll also want to select Skip for now to bypass the option.

window1.PNG

Once done, you can start creating your invoice. 

 

Here's how:

  1. Click + New.
  2. Select Invoice.
  3. From Customer dropdown, select a customer. 
  4. Review the Invoice date
  5. From the Product/Service column, select a product or service. You can also select +Add new to create a new product or service right from the invoice.
  6. Enter a quantity, rate and amount.
  7. Click Save and close.

Please refer to this article for detailed steps: Create Invoices in QuickBooks Online.

 

Once done, you can also personalize your sales forms on how it will look like: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You can touch base with us anytime if there's any help you need. I'll always be around to assist

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