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YouTube

How to Create and Customize an Invoice in QuickBooks Online for Beginners

Kevin Stratvert via YouTube

Overview

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This tutorial demonstrates how to create and customize invoices in QuickBooks Online for beginners. Learn the complete invoice creation process, from adding customers and products to making basic customizations like showing or hiding labels. Explore invoice template management, PDF customization options, and solutions for common display issues. Discover advanced customization features including layout changes, color adjustments, and header/footer modifications for professional-looking invoices. See how to email invoices directly, understand the customer experience, and recognize the difference between saving and sending. Take advantage of Intuit Assist to automate invoice creation, autofill details from notes, and set up personalized payment reminders. The 10-minute video, hosted by David DeWinter and sponsored by Intuit, also covers efficient invoice management techniques to help save time and get paid faster.

Syllabus

00:00 - Intro
00:20 - Create Invoice
03:30 - Customize Invoice
04:31 - Invoice Templates
07:45 - Send Invoice
08:43 - Time-Saving Tips
09:30 - Payment Reminders
10:08 - Outro

Taught by

Kevin Stratvert

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