When you are busy managing the daily work for your business, it can be difficult to find time to create your customer invoices in your QuickBooks Online account. There is great value in having your accountant do this important work for you. Your accountant will send you a notification requesting the customer invoice details that will show up on your client dashboard. You can enter customer invoice details directly within the request. You can also upload information into a folder within your secure document upload portal or email it directly to your accountant. Your accountant will create invoices as needed.

Your Accountant will Check the Mapping for Products & Services

With our Standard Invoicing Service your accountant will make sure that your customer invoices include product and service items that are correctly mapped to your income and cost of goods sold accounts. Your accountant can create custom income and cost of goods sold accounts to provide you with better insights into the profitability and cost of your sales. This service includes applying payments to customer invoices and creating deposits in QuickBooks Online to match to your daily bank feed deposits. On average, this service can save business owners with moderate sales 6 hours per month.

Your Accountant will Provide You with Draft Customer Invoices

Once your accountant had created your draft customer invoices they will upload them into the From My Accountant folder for you to review and approve. Once approved, they can email invoices directly to your customers upon request. You will be copied on all customer communications.

Regina Pitts
Regina PittsPrincipal Accountant & Bookkeeper
Member of the QuickBooks ProAdvisor Program

Accounting and Bookkeeping Support by a QuickBooks ProAdvisor Program Member

I founded Lend A Hand Accounting because I believe accounting and bookkeeping services should be affordable, efficient, and flexible. We use flat fee pricing, which makes our accounting services a comfortable fit for any budget. At Lend A Hand Accounting, we’ve found a formula that really works! You select the accounting services you need, and control when you want to start or stop services. It is all in your hands! We’ve cut out the need for endless phone calls and long trips to the accountant’s office.

Feel free to call or text me now at 360-637-4799. We can also get started right away. Go ahead and create a free account and we can automatically look at your books and let you know where you stand.

We really appreciate your business and look forward to serving all of your accounting and bookkeeping needs. Thanks again!


The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.