NOTE: FOR THIS RELEASE OF QUICKBOOKS YOU START CREATING INVOICES BY ACCESSING THE CUSTOMER INFORMATION. FUTURE RELEASES WILL IMPROVE THIS FUNCTIONALITY.
1. Navigate to the list of customers, and then select the customer you would like to create an invoice for. Note: You will need to sync your customers before you can view a customer list. For step-by-step directions, view this article.
2. Open the customer by selecting the “View” button from the Customer Quick Links callout.
3. To create a new invoice, select the “ New Invoice” button.
4. First, verify that the customer name, terms, and due date are all correct. If anything is incorrect, you will need to make an update in your QuickBooks® Online account and then re-sync your customer list. If you need assistance with re-syncing your account, refer to this article.
5. Next, begin to add services by selecting the “Service” field. The services that are available will come directly from the connected QuickBooks® Online account.
Pro tip: In your QuickBooks® Online account make all products and service descriptions editable. This will allow you to change them directly in AcreConnect.
Pro tip: If you charge for custom items frequently, create an item in your QuickBooks® Online account called “Service” so you can edit the description to meet your needs on each invoice.
6. Now, verify the description. If needed, the description can be modified by selecting and typing into the box.
7. The last step for the item is to update the quantity, rate, or amount.
8. To add another item, select the “Add Service Item” button. This will add another item row to your invoice.
9. The “Sales Tax %” will automatically update to the correct rate if this has been set up in your QuickBooks® Online account.
10. The “Discount Amount” field allows you to enter a dollar amount discount if desired. This value will be removed from the subtotal of the invoice.
11. If your invoice is complete, select “Save”.
12. To review or send your invoice, select the “Review” button. This will provide you a PDF of the invoice.
13. To edit the invoice anytime before sending, click the “Edit Invoice” button.
NOTE: The invoice will be sent from QuickBooks® Online. Any online payment setup will be handled from within the QuickBooks® Online email link.
