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# System prepended metadata

title: 'How Do I Create an Invoice in QuickBooks Online? '
tags: [Create Invoice in QuickBooks Online]

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If you’re running a business, **accurate invoicing is the backbone of healthy cash flow**. QuickBooks Online (QBO) makes invoicing simple, professional, and automated—but only if you know how to use it correctly.

Many users ask: **“How do I create an invoice in QuickBooks Online?”**  
This guide answers that question with **clear steps, real-world examples, expert insights, and best practices** to help you invoice confidently, get paid faster, and avoid common mistakes.

Whether you’re a freelancer, small business owner, or accountant, this tutorial will walk you through everything you need to know.

Our certified professionals can help at **1 866-593-4750** you set up invoices, fix errors, and streamline your billing process.

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## What Is an Invoice in QuickBooks Online?

An invoice in QuickBooks Online is a **billing document** you send to customers that includes:

- Products or services provided  
- Due dates and payment terms  
- Taxes and discounts  
- Payment methods (online or offline)  

QuickBooks Online automatically tracks unpaid invoices, payments, and balances—saving you hours of manual work.

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## How Do I Create an Invoice in QuickBooks Online?

### Step 1: Sign In to QuickBooks Online
1. Go to QuickBooks Online  
2. Log in using your credentials  
3. Open the correct company file  

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### Step 2: Navigate to the Invoice Section
- Click **+ New** from the left-hand menu  
- Select **Invoice** under the “Customers” section  

This opens the invoice creation screen.

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### Step 3: Choose or Add a Customer
- Select an existing customer from the dropdown  
- Or click **+ Add new customer** to create one  

**Expert Tip:**  
Make sure customer email and billing details are accurate to avoid delivery issues.

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### Step 4: Enter Invoice Details
Fill in the following fields carefully:

- **Invoice date**
- **Due date**
- **Invoice number** (auto-generated)
- **Payment terms** (Net 15, Net 30, Due on Receipt)

These details directly impact your payment timeline.

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### Step 5: Add Products or Services
Under the **Product/Service** column:

- Choose existing items  
- Or click **Add new** to create products or services  

QuickBooks automatically calculates:
- Subtotals  
- Sales tax  
- Discounts (if applied)

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### Step 6: Review Taxes and Totals
- Confirm tax rates are correct  
- Review subtotal and total amount due  

This step is critical for **financial accuracy and compliance**.

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### Step 7: Customize and Send the Invoice
You can:
- Add a **personal message**
- Attach files or documents
- Customize the invoice template  

Click **Save and send** to email the invoice instantly.

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## Creating an Invoice in QuickBooks Online 

**Scenario:**  
A graphic designer invoices a client $1,200 for logo design services.

**Steps Taken:**
- Customer selected: ABC Marketing  
- Service added: Logo Design – $1,200  
- Payment terms: Net 30  
- Invoice sent via email with online payment enabled  

**Result:**  
Client pays within 3 days using a credit card—payment automatically recorded in QuickBooks Online.

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## Benefits of Creating Invoices in QuickBooks Online

Creating invoices in QuickBooks Online offers powerful advantages:

- **Faster payments** with online payment options  
- **Automatic tracking** of unpaid invoices  
- **Professional branding** with customizable templates  
- **Real-time financial reporting**  
- **Reduced manual errors**  

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## Common Mistakes to Avoid When Creating Invoices

Avoid these frequent invoicing issues:

- ❌ Forgetting to set due dates  
- ❌ Using incorrect tax rates  
- ❌ Not enabling online payments  
- ❌ Sending invoices without reviewing totals  

**Expert Insight:**  
Businesses that enable online payments in QuickBooks Online get paid up to **2x faster** than those that don’t.

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## Tips to Get Paid Faster with QuickBooks Online Invoices

Use these proven strategies:

- Enable **credit card and ACH payments**
- Set **automatic invoice reminders**
- Use **clear payment terms**
- Customize invoices with your logo
- Send invoices immediately after work completion

## Conclusion

Learning how to **create an invoice in QuickBooks Online** empowers you to manage billing professionally, improve cash flow, and maintain accurate financial records.

By following the step-by-step process, using expert tips, and avoiding common mistakes, you can turn invoicing into a seamless part of your business workflow.

### 📞 Need expert help with QuickBooks Online?
Call **866-593-4750** today and get professional support you can trust.

## FAQs

### 1. Can I create recurring invoices in QuickBooks Online?
Yes. QuickBooks Online allows you to create **recurring invoices** for repeat customers with automatic scheduling.

### 2. Can I customize invoice templates?
Absolutely. You can customize:
- Logos  
- Colors  
- Fonts  
- Layouts  

From **Settings > Custom Form Styles**.

### 3. How do I know if a customer viewed my invoice?
QuickBooks Online shows **invoice status** such as:
- Sent  
- Viewed  
- Paid  
- Overdue  

### 4. Can I convert an estimate into an invoice?
Yes. Simply open the estimate and click **Convert to Invoice**—all details transfer automatically.

### 5. What if my invoice is not sending?
Common reasons include:
- Incorrect customer email  
- Email settings not configured  
- Temporary server issues  

If problems persist, professional assistance is recommended.

### 6. Is it possible to create invoices from the QuickBooks mobile app?
Yes. You can create, send, and track invoices directly from the **QuickBooks Online mobile app**.


