QuickBooks Invoicing 101: How to Create and Send Invoices (and Get Paid Through QuickBooks)

Yes—your clients can pay you right through QuickBooks. Here’s how to make it simple, fast, and professional.

If you're a service-based business owner—maybe you're running a solo coaching practice, a small cleaning business, or a creative agency—one of the biggest time-wasters is chasing down unpaid invoices. You've probably Googled “How do I send an invoice in QuickBooks Online?” or “Can I get paid directly through QuickBooks?”

At DBR Bookkeeping, we specialize in helping entrepreneurs with less than 10 employees streamline invoicing and payments in QuickBooks Online (QBO). That means no more “just checking in” emails or wondering who paid what and when. We make it easy to get paid on time, every time.

How to Create and Send Invoices in QuickBooks Online

⚠️ QuickBooks occasionally updates its layout—so if your screen looks slightly different, don’t panic.

Step 1: Click “+ New”
Select Invoice under the Customers section from your dashboard.

Step 2: Choose or Add a Client
Whether you're invoicing a coaching client, a consulting gig, or a contractor project—enter the client’s details (name, email, etc.).

Step 3: Add Your Services
Use the Product/Service field to describe what you're billing for—e.g., “1-Hour Business Strategy Session,” “Monthly Cleaning Service,” or “Logo Design Package.”

Step 4: Turn on Online Payments
Enable credit card or ACH bank transfer payments. Clients can pay you directly from the invoice email.

Step 5: Click “Save and Send”
They’ll get a professional invoice with a payment link—easy for them, easier for you.

FAQ: Getting Paid Through QuickBooks Online

Q: Will my clients really pay through QuickBooks?
Yes! And they’ll love how easy it is. One click, one payment—done.

Q: Are there fees?
Yes, standard processing fees apply (similar to PayPal or Stripe). But the time and cash flow you save? Totally worth it.

Q: How fast will I get the money?
ACH transfers take 1–2 business days. Credit cards are often quicker.

Want to Spend Less Time Invoicing and More Time Growing?

📞 Schedule a Call with Dr. Bryan Raya, a certified QuickBooks ProAdvisor who understands what service-based entrepreneurs need.
🌐 Join the DBR Bookkeeping Online Community — Try it FREE for 7 days. Get tutorials, live Q&A, and ongoing support tailored to your business.

Send invoices. Get paid. Get back to doing what you love.

Let’s start Doing Business Right!

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