How To Process an Invoice with QuickBooks Online

How to Create and Save an Invoice in QuickBooks Online

STEP 1 

Log-in QuickBooks Online account

• Log in to your QuickBooks Online account.
• Click the + New button (top left or left menu).

• Under the Customers section, select Invoice.

Step 2 

Fill in the invoice details:

• Fill in the Buyer's details 
• Click "Customer" to search and select the Buyer

• Insert : Customer, Invoice date, Due date, Product/Service, Tax, Description, Quantity and Rate

Review totals at the bottom.

STEP 3 

Save or close  the invoice:

Click Save to process / fiscalize the Invoice .
Or click Save and new to just save it and create another one immediately

STEP 4 

Viewing the Fiscalized Invoice

• Log in to your Fiscal Harmony account.
• Click on the “Logs” tab/menu.

Use the filters to:

• Select your desired duration (date range).

• Set the category filter to “All”.

• click "view document"

This will display all log entries within the specified time period.