Create Customers Invoice

How do I add additional billable time and expense to an already created current invoice

In order to add additional unbilled time and expense, first open existing invoice. You can open it directly from the create + sign, select invoice under customers, and from upper left corner select invoice in question to open from the recent transactions. You can also open directly from the customer’s page under customers center.

Once the invoice is open, you will take the following steps:

1) Go far to the right corner of the invoice column and choose delete trash icon. See attachment below.
2) New Unlink the billable message screen will open. Select “Yes, unlink it” blue button. See attachment below.

unlink billable
unlink billable

3) Now “Add to Invoice” will open on the right-hand window panel. Select “Add all” or “Add” single billable item as needed. See attachment below.

add to invoice billable
add to invoice billable

4) Review and make other field changes if needed. Save. See attachment below.

new invoice
new invoice

If you found our answers useful then please contribute a few bucks to support this forum. Thank you!

Thank you!

Sign up QuickBooks USA

Create Customers Estimate Invoice Receive Payment Sales Receipt

Is there a way to create a sales receipt from an estimate

QBO is not set up to go from Estimate to Sales Receipt at this time. Currently, you create Estimate and then “copy estimate to invoice” to create an Invoice. There is no partial copy so it’s done just one-time. You receive payment against that invoice.

Workaround steps from Estimate to Invoice may also work as faster as creating from Estimate to Sales Receipt approach. Follow these steps, it may work as an alternative to Estimate to Sales Receipt.

1. Create Estimate (create + sign > customers > estimate)
2. Copy to Invoice (either directly from estimate or from invoice form by selecting a customer)
3. Select “Save” (bottom right, blue bottom) Invoice
4. Once saved the invoice, you will promptly notice “Receive Payment” button added at the upper right corner. Click “Receive Payment” link.
5. Receive Payment against the invoice. Done.

If you found our answers useful then please contribute a few bucks to support this forum. Thank you!

Thank you!

BUY QuickBooks Online - Anytime, Anywhere. Easily Track Sales, Bills and Expenses.
Beach Vacation Rentals under $100 a night
Save on Smartphones from Verizon Wireless!
Over 4000+ STD Test Centers Nationwide. Order Testing Today!

Sign up QuickBooks for a 30-day FREE Trial

QuickBooks USA

QuickBooks Canada

Bill Check Create Customers Expense Expenses Invoice Sales Receipt Vendor

How to link expenses to specific customers clients

Bank Register Banking Create Customers Expense Expenses Inventory

QuickBooks Online October 2015 Update

QuickBooks Online October 2015 Update Part 1 -Bank Feeds, Billable to customers, Attach photo receipt, Add foreign Bank

QuickBooks Online October 2015 Update Pt2 – ITEM TYPES Inventory, Non Inventory Service

Create QuickBooks Payments

We use QuickBooks Payments. How to find out if processed customer credit card deposited into our business checking account?

To check to see if a customer’s credit card has been processed you need to go to QuickBooks Payments at It will show when the transaction was completed.

To determine the funds are deposited to an account, check the Direct Deposit Account you set up in Merchant Services.

Click on the screenshot below to enlarge it
merchant payment


#QuickBooks Online


Create Credit Memo Vendor Credit Vendors

How do you mark a bill as paid if paid by your parent company (not by your bank account or credit card)

First, you need to get some guidance from the parent company if they go through inter-company elimination process to prepare consolidated balance sheet report.

In QBO create Intercompany Accounts Payable Account (not main Accounts Payable A/P) >

you can select “Credit Card” Type > it will show as Credit Card group on the Balance Sheet. When you Pay Bills (or enter expenses), you can select this account instead of bank account > easy one step process only > however, if parent company has a problem using Credit Card type account then, you may need to set it up as “Other Current Liabilities” type account.

In that case, it becomes two step process > pay bills (or enter expenses) using Credit Card type as I/C clearing account > transfer the balance from Intercompany Accounts Payable (other current liabilities type) to Intercompany Clearing account (credit card type > new name). To transfer in QBO, you can use Transfer (create + sign > other > transfer) or write a Journal Entry (and make it reversible JE if needed).

Again, it’s a good idea to consult with your parent company who handles Intercompany accounts. And, always reconcile accounts on a regular basis.

Click on the screenshots below to enlarge them
ic payable

ic paybills

ic payable2



On the parent company’s books, they should record this as an intercompany accounts receivable.
In QBO for Intercompany Accounts Receivable > select “Other Current Assets” Type (not main Accounts Receivable A/R type. In QBO, you can have just one A/R).

Chart of Accounts Check Create Expense Expenses

How do I set up to pay owner? How do I show funds paid to owner in new QuickBooks Online?

Owners Equity Account
Owners Equity Account
  • Create Owner’s Draw account under Equity type
  • Click Gear
  • Select “Chart of Account” under Settings
  • Select “New” button
  • Category Type = Equity
  • Detail Type = Owner’s Equity
  • Name = Owner’s Draw
  • Save

New QuickBooks Online Plus – How to enter various expenses in new QBO?

QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit

Create Transactions

How can I search for transactions in new QuickBooks Online?

Magnifying Glass
Magnifying Glass

From the home page screen, click on the magnifying glass at the top middle of the page and choose “advanced search”
You can search/find the following transactions:

  • Bill Payments
  • Billable Expense Charges
  • Bills
  • Charges
  • Checks
  • Credit Card Credits
  • Credit Memos
  • Credits
  • Estimates
  • Expenses
  • Invoices
  • Journal Entries
  • Payments from Customers
  • Purchase Orders
  • Refunds
  • Sales Receipts
  • Sales Tax Adjustments
  • Sales Tax Payments
  • Statements
  • Time Charges
  • Transfers
  • Vendor Credits

However, you can not search Vendor Information or Customer Information or Products and Services Information at this time.

If you are looking to search for an invoice by number for example, you can click on the magnifying glass at the top middle of the page and choose “advanced search”. This will allow you to use a few different search options such as amount, amount (line or total) , date, last modified date, memo, name as well as by reference number.