How to Create and Customize an Invoice in QuickBooks Online (For Beginners)

Learn how to create and customize an invoice in QuickBooks Online so you can save time and get paid faster.

First, you’ll learn how to quickly create a new invoice in QuickBooks Online, add customers and products, and make basic customizations like showing or hiding labels.

Next, you’ll explore how to manage your invoice templates, customize the PDF versions, and fix common display issues when sending invoices to your customers.

Then, you’ll dive deeper into the full customization options in QuickBooks Online, from changing invoice layouts and colors to adjusting headers, line items, and footers for a professional look.

Afterward, you’ll see how to send your invoice directly through email, understand how the customer experience looks, and know the difference between saving and sending invoices.

Following that, you’ll discover how to use Intuit Assist to automate invoice creation, autofill invoice dtails from notes, and set up customized invoice reminders that match your tone and style.

Finally, you’ll learn where to find your invoices and manage them efficiently.

Host: David DeWinter