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See what’s new with quotes and invoices in QuickBooks Online

by Intuit•8• Updated 3 weeks ago

What you can do with the quotes and invoices

Customise quotes and invoices on the spot

Get invoices paid faster

To see all your invoices in one place,Go to All apps A bunch of numbers and letters on a tile wall. , select Sales & Get Paid, then select Invoices (Take me there). Track their progress, send reminders, record payments, and more.

Get quotes approved faster

Your customers can review and approve your quote online, right from the email you send them. You'll get alerts as soon as they respond.

Track and manage quotes in one place

Go to All apps A bunch of numbers and letters on a tile wall. , select Customer Hub, then select Customers & leads (Take me there). To check the status of all your quotes at a glance, select a customer and go to the Transaction List tab. From there, you can respond to your customers, revise quotes, or convert them to invoices when approvals come in.

Manage it all on the go

Away from your desk? Take care of all your quotes and invoicing tasks with the QuickBooks Online mobile app.

When you create or update a quote or invoice, the mobile app autosaves your work so you can always pick up where you left off. You can also import contacts from your phonebook and send quotes and invoices by text message.

Available features for QuickBooks Online Advanced

Automate tasks like sending payment reminders or new invoices to customers with workflows.
Smart Suggestions can guide and recommend how to optimise your QuickBooks Online invoices.
Capture another layer of reporting for your invoices with custom fields.
Track invoices by department, product line, or other meaningful info by assigning classes.

Features currently unavailable in the new experience

The following classic invoice features are currently unavailable in the new experience:

Billable Mileage Tracking
Statements (Show ageing table at the bottom of a statement.)