Set up your first invoice in QuickBooks
Send professional invoices and get paid faster with QuickBooks Online.
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Who is this for?
This guide is for Small Business Owners, Accountants, and Freelancers using QuickBooks Online to manage their billing.
Step-by-Step Guide
Key Terms Defined (Dictionary)
| Term | Definition |
|---|---|
| Terms (Net 30/15) | The number of days the customer has to pay before the invoice is overdue. |
| Line Item | An individual product or service listed on the invoice. |
| Subtotal | The cost of items before tax and shipping. |
| Aging | Tracking how many days an invoice has been overdue (e.g., "30 days past due"). |
| Void vs Delete | Voiding keeps a record of the invoice number (zeroed out); Deleting removes it entirely. |
Common Pitfalls & Troubleshooting
- Email going to Junk: Ask customers to whitelist
quickbooks-email@intuit.com. - Wrong Tax Rate: Ensure you have "Automated Sales Tax" set up correctly in settings, or check the specific tax box for each line item.
- Invoice "Stuck" on Open: If a customer pays by check, you must manually "Receive Payment" in QBO to mark the invoice as Paid. It won't happen automatically unless they pay online.
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows QuickBooks Online sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.