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Hi, I'm new to QB online and am wondering how come there is no way to create an invoice from the actual transaction for review; it saves a lot of time by already having all the info and not having to match the transaction to the invoice! Can I please put in a request for this feature?
Hi there, @mronyzeno.
I'm here to share insights on creating an invoice from the transaction for the review tab in QuickBooks Online.
The For Review tab helps you review your bank transactions. This section is solely dedicated for the actual bank alone. Just to give you an overview, the Online Banking feature ensures that what happened in real life agrees with what you recorded in QuickBooks. Although, I would agree that creating an invoice straight from this section tab saves time.
You can directly create an invoice in the + New icon. Let me provide you the steps:
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Feel free to check out these articles for your reference:
Hit the Reply button below if you need further assistance. I'll be back to you. Take good care!
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