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Frequently Asked Questions

Yes.  QuickBooks Online Advanced lets you create and send both single invoices as well as multiple invoices at the same time. You also have the ability to send the same invoice to multiple customers all in one go.  Below are the steps to create a single invoice and multiple invoices at the same time:

Create an invoice in QuickBooks Online Advanced:

  1. Select + New.
  2. Select Invoice.
  3. Select Add customer and choose a customer from the ▼ dropdown. Make sure all of their info is correct, especially their email address.
  4. Review the Invoice date, Due date, and Terms. Enter new dates or terms, if you need to. Tip: In the Terms field, Net refers to the number of days until the payment is due.
  5. Select Add product or service and select a product or service from the ▼ dropdown.
  6. Select how you want to calculate the charge amount—flat rate, by hour, or by item. Enter a quantity and rate, if needed.
  7. To customize the info or design of your invoices, select ⚙ Manage. Then select the options from the side panel. QuickBooks remembers your choices and applies them to all existing and future invoices.
  8. When you’re done, there are several options for saving or sharing the invoice:
    • If you're ready to send the invoice, select Review and send to email the invoice to your customer. Adjust the email if needed, then select Send invoice.
    • To send the invoice later, select Save and close.
    • To print a paper invoice, select Print and download.
    • If you’ve received a payment from the customer, select Receive Payment.
    • To send your customer a link to their invoice through text message, select Share link.

How to create multiple invoices at once:

  1. Select + New.
  2. Select Batch transactions.
  3. In the Select transaction type ▼ dropdown, select Invoices.
  4. Select any of the fields on line 1 to start. This is your first invoice.
  5. Enter info into the fields. These are the same fields you see on a regular form. Tip: In the Product/Service field, select the + to add multiple products and services to that invoice. Or, select More options, then New line item.
  6. Select line 2 to add a new invoice. To delete an invoice, select More options, then Delete invoice.
  7. Enter as many invoices as you need.
If you have questions on anything in QuickBooks Online Advanced, call one of our experts at 866-949-7267 and we can get you the answers you need.  If you are not currently using QuickBooks Online, you can click on the link below to get a free 30-day trial so you can try it for yourself.
In QuickBooks Online Advanced, you have the tools to run all parts of the sales cycle, including purchasing. You can create and email purchase orders (PO) directly to vendors when you're ready to buy more products. Purchase orders tell vendors your intent to make a purchase.  Here are some of the key features:
  1. Easily create purchase orders, complete with custom PO numbers, with QuickBooks. Add your company logo, colors, address, and other custom fields. If you frequently work with a particular vendor and make recurring purchases, you can set it up one time as a recurring purchase and forget it!
  2. Once an order is complete, QuickBooks automatically copies the items, quantities, and rates from your purchase order and turns it into a bill.
  3. By using the Vendor Dashboard in QuickBooks Online, you can see your vendor’s details including unbilled POs, open bills, overdue bills, and bills that have been paid.

Here is how to turn on and create a purchase order in QuickBooks Online:

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Select the Expenses tab.
  4. In the Purchase orders section, Click the Edit icon.
  5. Turn on the Use purchase orders option.
  6. Click Save and then Done.

After that, follow these steps to create and send a purchase order to your vendors:

  1. Click the + New button, then select Purchase order.
  2. Set the appropriate vendor, then review the mailing address.
  3. If you are shipping the products directly to a customer, select Ship to the drop-down menu and then Ship via. Check the Shipping address to make sure it's correct.
  4. Enter the purchase order date.
  5. In the Item details section, enter the products you want to purchase.
  6. When you're done, select Save or Save and send.
If you have questions on purchase order functionality or anything else in QuickBooks online, call our experts at 866-949-7267 and we would be happy to help.  If you are not currently using QuickBooks Online, click the free trial link below and get a 30-day no-obligation test drive of QuickBooks Online Advanced so you can see how it can work for you before you buy.
Yes, it supports multicurrency transactions, allowing you to manage income and expenses in different currencies.
QuickBooks Online Advanced is only built to contain 1 company file per subscription.  I you are looking to track multiple companies using QuickBooks Online you would need to purchase a separate subscription for each company file needed.  When we set up accounts, we have the ability to "link" the accounts together internally so that you can toggle from one to the other easily. If you are looking to set up multiple accounts for different companies, give us a call at 866-949-7267 as we have bulk pricing for multiple QuickBooks Online Plus accounts purchased at the same time.  If you would like to try QuickBooks Online Advanced free for 30 days, just click the free trial link below and we will send you to full-access copy so that you can test drive it for yourself.
Yes, QuickBooks Online Essentials supports multicurrency transactions, allowing you to manage income and expenses in various currencies.
Yes, QuickBooks Online Payroll Core supports multiple pay rates for employees, accommodating variations such as hourly, salaried, or contract rates.
Yes.  In QuickBooks Online Plus and Advanced, you can create budgets based on your accounting data. Once your budgets are in QuickBooks, you can review and adjust them, and run financial reports to compare your actual sales and expenses with your budget. Here's how you create a budget in QuickBooks Online Plus:
  1. Go to Settings ⚙ and select Budgeting.
  2. Select Add budget.
  3. In the Name field, enter a name for the budget.
  4. From the Fiscal Year ▼ dropdown, select the fiscal year you’re creating the budget for.
  5. From the Interval ▼ dropdown, select whether you want the budget to display Monthly, Quarterly, or Yearly.
  6. Select the actual date year from the Pre-fill data ▼ dropdown if you’d like QuickBooks to prefill your budget with actual data from your chart of accounts. Note: if you use the pre-fill data and you change your mind, you’ll have to start over to delete the data. Select the X to close the budget and start over.
  7. Use the Subdivide by ▼ dropdown to subdivide the budget further.
  8. When you’re ready, select Next or Create Budget.
  9. Enter your budget for each account for each month. Use the report you saved in Step 2 if needed.
  10. When you’re satisfied with your budget, select Save or Save and close.
If you have any additional questions on QuickBooks Online, just give one of our experts a call at 866-949-7267 and we can help you get answers.  If you are not yet using QuickBooks Online and would like to give it a try, click on the link below and get a free 30-day trial so you can see how it works firsthand.
Yes.  If you create estimates, bids, quotes, or proposals for prospective customers before you start a job then you can create all those in QuickBooks Online Plus, email them to customers, and then convert them into invoices after you complete the work.

Here’s how to create and customize a new estimate in QuickBooks Online Plus:

  1. Select + New, then select Estimate.
  2. Select + Add customer. Then select a customer from the ▼ dropdown. Or, to add a new customer, select +Add new, enter the customer info and select Save and close.
  3. Select the ▼ dropdown in the Product or service field and add the products or services to the estimate. Or, to add a new product or service, select + Add new, enter the info for your product or service, and select Save.
  4. If you saved a rate for your product or service, it automatically displays in the Amount column. Add or adjust the quantity or amount as needed.
  5. The default status of a new estimate is “Pending”. If you need to edit the status, select the Pending ▼ dropdown and choose a different status.
  6. To customize the estimate, select Estimate settings in the side panel and select the ▼ dropdown by each section to expand the details. Then, choose what info displays on your form by turning the switches on or off in each section. As you make changes, a preview displays on the form.
  7. When you're ready, select Save.
  8. To email the estimate to your customer, select Review and send. Then edit the email message, if necessary, and select Send estimate.
If you have questions about working with estimates or anything else with QuickBooks Online, just give one of our experts a call at 866-949-7267.  If you are not currently using QuickBooks Online and would like to take it for a test drive, just click the link below to set up a free 30-day trial.
Yes.  QuickBooks Online Plus lets you customize, create, and send invoices.  Below are the steps to create an invoice in QuickBooks Online Plus.

Create an invoice in QuickBooks Online Plus:

  1. Select + New.
  2. Select Invoice.
  3. Select Add customer and choose a customer from the ▼ dropdown. Make sure all of their info is correct, especially their email address.
  4. Review the Invoice date, Due date, and Terms. Enter new dates or terms, if you need to. Tip: In the Terms field, Net refers to the number of days until the payment is due.
  5. Select Add product or service and select a product or service from the ▼ dropdown.
  6. Select how you want to calculate the charge amount—flat rate, by hour, or by item. Enter a quantity and rate, if needed.
  7. To customize the info or design of your invoices, select ⚙ Manage. Then select the options from the side panel. QuickBooks remembers your choices and applies them to all existing and future invoices.
  8. When you’re done, there are several options for saving or sharing the invoice:
    • If you're ready to send the invoice, select Review and send to email the invoice to your customer. Adjust the email if needed, then select Send invoice.
    • To send the invoice later, select Save and close.
    • To print a paper invoice, select Print and download.
    • If you’ve received a payment from the customer, select Receive Payment.
    • To send your customer a link to their invoice through text message, select Share link.
If you work with lots of invoices continuously and are looking for a way to create and send multiple or batch invoices at the same time, you should take a look at QuickBooks Online Advanced as the ability to work with bulk invoices at the same time is included in the Advanced subscription: If you have questions on invoicing or anything related to QuickBooks Online, just give our experts a call at 866-949-7267 and we can help.  If you would like to try QuickBooks Online free for 30 days, just click the free trial link below and we will send you to full-access copy so that you can test drive it for yourself.
Yes.  The purchase order functionality in QuickBooks Online Plus allows you to easily create professional purchase orders and then convert POs to invoices once orders are complete. Here are some of the key features:
  1. Easily create purchase orders, complete with custom PO numbers, with QuickBooks. Add your company logo, colors, address, and other custom fields. If you frequently work with a particular vendor and make recurring purchases, you can set it up one time as a recurring purchase and forget it!
  2. Once an order is complete, QuickBooks automatically copies the items, quantities, and rates from your purchase order and turns it into a bill.
  3. By using the Vendor Dashboard in QuickBooks Online, you can see your vendor’s details including unbilled POs, open bills, overdue bills, and bills that have been paid.

Here is how to turn on and create a purchase order in QuickBooks Online:

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Select the Expenses tab.
  4. In the Purchase orders section, Click the Edit icon.
  5. Turn on the Use purchase orders option.
  6. Click Save and then Done.

After that, follow these steps to create and send a purchase order to your vendors:

  1. Click the + New button, then select Purchase order.
  2. Set the appropriate vendor, then review the mailing address.
  3. If you are shipping the products directly to a customer, select Ship to the drop-down menu and then Ship via. Check the Shipping address to make sure it's correct.
  4. Enter the purchase order date.
  5. In the Item details section, enter the products you want to purchase.
  6. When you're done, select Save or Save and send.
If you have questions on purchase order functionality or anything else in QuickBooks online, call our experts at 866-949-7267 and we would be happy to help.  If you are not currently using QuickBooks Online, click the free trial link below and get a 30-day no-obligation test drive so you can see how it can work for you before you buy.