How to Create an invoice in QuickBooks Online

Step 1: Navigate to the "Sales" menu

Step 2: Click on invoice

Step 3: Enter customer infomation

  • In the "Customer" field, start typing the name of the customer you want to invoice. If the customer is already in your QuickBooks contact list, it should appear as a suggestion. Select the correct customer

  • If the customer is new, click "Add new" to create a new contact record

Step 4: Fill in invoice details

  • Invoice date: This is the date the invoice is issued

  • Due date: Set the date by which the payment is expected

  • Terms: Choose the payment terms (e.g., net 30 days)

Step 5: Add products or services

  • Click on the "Product/Service" field and start typing the name of the product or service. Select the correct item from the list

  • If the item is new, click "Add new" to create a new product or service record

  • Enter the quantity, rate, and amount for each item

  • If applicable, check the "Tax" box for taxable items

Step 6: Save and send the invoice