QuickBooks Tips Blog

QuickBooks Online Invoicing Tip: 4 Steps To Sending Invoices With Payment Link

Posted by Christina Whalen on Oct 8, 2015 7:00:00 AM

So you just made the switch to QuickBooks Online from QuickBooks Desktop and you're sending out invoices to customers; but when they receive them, there is no link to actually pay you.

There is one more essential step after you go through the approval process and get your payment limits set, before you can receive payments. You have to change the invoicing settings to include the payment link.

If you follow this detailed guide, you will ensure that your customers are getting the correct invoice the first time so you can collect on your A/R faster and make the process of paying for your services incredibly convenient.

Topics: Accounts Receivable, QuickBooks Invoicing, Small Business, QuickBooks Online

QuickBooks Video Tip: Linking QuickBooks To Gmail

Posted by Matt Roberge on Nov 25, 2013 7:00:00 AM

You can link QuickBooks to your Gmail account. Connecting QuickBooks and Gmail makes emailing QuickBooks invoices from Gmail possible. Watch this demonstration to learn how to easily connect Gmail to QuickBooks.

Topics: QuickBooks, QuickBooks Video Tips, QuickBooks Invoicing

QuickBooks Video Tip: Creating Invoices In QuickBooks

Posted by Matt Roberge on Oct 23, 2013 7:00:00 AM

Let's talk about the fun stuff; bringing money into your business. In order to bring in money you need to be able to create an invoice in QuickBooks to submit to your customers. While creating invoices in QuickBooks may seem easy and straightforward you need to make sure you are handling things correctly. Setting up invoices correctly from the beginning will ensure that all of your accounting is being done correctly behind the scenes. Here is a short video on how to create invoices in QuickBooks.

Topics: QuickBooks Tips, QuickBooks Video Tips, QuickBooks Invoicing

QuickBooks Tip: How to Send and Receive Payments for Invoices

Posted by Alex Viau on Jun 21, 2013 7:15:00 AM

The invoicing function in QuickBooks I frequently find misused, ignored, or the process is just never followed through to the end. Misusing the invoicing function and the items lists
associated with it can lead to a disaster in your chart of accounts. Ignoring the invoice function can lead to a complete misunderstanding of what you're actually due from your customers. And not following the process can lead to a massively inflated accounts receivable when you may have already recognized the checks from your customers as income. However following the basic invoicing flow as will follow can simplify your day to day and year end. For the example we'll say we're a web designer named Tim who just bought QuickBooks and needs to invoice his customer for his first job which was priced out to be $1,000.

Topics: QuickBooks Tips, Accounts Receivable, QuickBooks Invoicing