How to Create an Invoice in QuickBooks Online?

Learn how to generate professional invoices quickly using QuickBooks online to streamline your billing process. Check out the steps to create an Invoice in QuickBooks online for customers, review, edit and send them in this simple tutorial.

Open QuickBooks and navigate to the + New button.

Select Invoice from the Customers section.

Enter the customer’s name or create a new customer profile.

Add products/services, quantities, and rates.

Review and click "Review and Send" or "Save and Close".

Click the Undo or Unreconcile button (the exact wording may vary depending on your QuickBooks version). A confirmation prompt may appear—confirm that you want to proceed. This action will remove the reconciliation status from the transaction, allowing you to make changes.

Click the Undo or Unreconcile button (the exact wording may vary depending on your QuickBooks version). A confirmation prompt may appear—confirm that you want to proceed. This action will remove the reconciliation status from the transaction, allowing you to make changes.

Tips: If “unhide” button is missing from your options, contact your Account Manager to give you user access.

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