It is not enough to add a customer to a deposit transaction directly within your bank feed. Understand that you are not recording an actual sale of your products and services if you do not create a customer invoice. There will not be any transactions under your customer account if you do not create sales forms. Customer Invoices should be created in your QuickBooks Online account each time you sell a product and service item that your customer will be paying you for on terms. You should create Customer Invoices in QuickBooks Online if you would like to create sales reports and produce meaningful financial reports for your business.

Track Sales Tax Liability & On-Hand Inventory with Invoices

The creation of customer invoices is also how your sales tax liabilities and on-hand inventory quantities are tracked in your QuickBooks Online account. For this reason, we have included a look into your new QuickBooks Online account for your customer invoices as a component of our Good-Bookkeeping Score™ . If you have not entered any customer invoices in QuickBooks Online, we consider this an underutilization of your new QuickBooks Online account.

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,

Gina

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.