How to Create Invoices in QBO

Clara CFO Group
Clara CFO Group
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Published 2023-04-06
We've received a lot of questions about how to prepare and send invoices in Quickbooks Online. We recommend clients use the invoicing section of QBO wherever possible for a number of reasons. We like the ease of creating and tracking invoices in QBO.

Sending and receiving payments on invoices is a critical function of service-based small business. If you don't already have QBO, you can get 30% off of QBO for an entire year here: www.claracfo.com/qbo

To learn more about CFO services, go to: claracfo.com/cfo-services/

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Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at claracfo.com/

Disclaimer: This video is intended for educational purposes and
should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.


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All Comments (21)
  • @eduardozamora2358
    Congratulations what a professional video tutorial it helped me a lot. I'II be following you to learn more with you Thanks
  • @indaysvlog66
    Hello,its very helpful for someone like me who want to learn about QB..thank you for this video.❤
  • @lixyibethgarcia1892
    Hiii!!! Thank you so much for your videos! I am new at QBO and I am hooked on your channel! I have made a HUGE progress in just 2 days as your videos are so smooth and informational! Not sure if I have missed this but does QB generate the invoice #s or do we do that manually each time? Thank you so much!
  • @gigifuentes582
    Super beginner here. Can you do a video on estimates and how to convert them to invoices?
  • @aromacg
    Thank you so much for such detailed and informative video, My question is do we have an option to print Item # when printing an invoice? I couldn't find it anywhere in customization
  • @deanwada6794
    Can aging receivable report be sorted by tags? Can you create a invoice template to be used for various customers? For example invoice for services only and another for services, products and sales tax?
  • @gomacsigns5440
    Is there a way to assign discount to an individual line item on an invoice? For example if we have a particular item on special offer.
  • @1Catt33
    Can you hide all lines & add one generic total line for customer when billing? This is to avoid a lengthy invoice of 5 pages or more when working with multiple items as a florist. Customers really want to see total only, not all the stems, foam, etc used to produce. Thank you for taking time to help QB community. Grateful.
  • @susanfarrell6125
    My client uses Setmore for scheduling appointments & integrated the payments into QBO. Do we need to generate an invoice for each service rendered even if they are paid already?