Category: Invoice
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I accidentally created an Invoice rather than an Estimate. How to change it to an Estimate?
There’s no way to convert that Invoice to an Estimate. QuickBooks Online doesn’t have a mechanism in place to create Estimates out of Invoices. You’ll have to manually create the Estimate and delete the Invoice. #QuickBooks Online
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How to create my own invoice number?
GO to the Company Gear (upper right hand corner) Select “Company Setting” under Settings Select “Sales” under Settings (or “Sales Form Entry” under Preferences) Check-box “Custom transaction number” (see attached screenshot below for reference) SAVE GO back to create new Invoice Click “+” plus sign Select “Invoice” under Customers Enter new “Invoice no.” (located at top…
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QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
This QBO tutorial video is a step-by-step guide to complete invoicing process (Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit). It covers how to handle all forms of payments like check, credit card, debit card, PayPal and Amazon payments. It explains how to record merchant service fees as well as PayPal and Amazon fees.…