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QB ONLine--how to post a statement charge or create an invoice?

 
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QuickBooks Team

QB ONLine--how to post a statement charge or create an invoice?

Thank you for reaching out to us here on the Community page, @naturf.

 

You can create invoices in QuickBooks Online from the Plus (+) icon.

 

Here's how:

 

  1. Select Invoice under Customers from the (+) New icon.
  2. Fill in the necessary information on the Invoice page.
  3. Then tap on Save or Save and close to record the transaction.
  4. If you wish to send the invoice to your customer, click on the Save and send button.

 

On the other hand, we aren't able to create statement charges in QuickBooks Online (QBO) unlike QuickBooks Desktop (QBDT). However, if you wish to create and send customer statements in QBO, read this article for your reference: Create and view customer statements.

 

Reach out to me if you have any other questions. I'm a post away to help. Happy weekend!

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