Everything You Need to Know About Modern Invoices
Alicia and Dan explore the complete redesign of QuickBooks Online's modern invoice system, covering everything from the new Intuit Assist autofill capabilities to customization options and payment processing improvements. They highlight practical workflow enhancements including customer insights, editing capabilities without leaving the invoice, and expanded payment options such as Apple Pay, PayPal, and Venmo integration. This comprehensive tour reveals both obvious and hidden features, helping users adapt to and take advantage of the modernized invoice experience.
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Links for this episode:
Intuit Support article: https://quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/see-whats-new-estimates-invoices-quickbooks-online/L9jVVT2GY_US_en_US
- (00:00) - Introduction to the Podcast and Hosts
- (01:42) - The Evolution of Modern Invoices
- (03:56) - Exploring New Invoice Features
- (06:23) - Navigating the Modern Invoice Layout
- (06:55) - Intuit Assist and Autofill Capabilities
- (13:15) - Customer Information and Sales Tax
- (23:25) - Communication Boxes and Attachments
- (27:27) - Subtotal, Sales Tax, and Shipping
- (30:51) - Saving, Sending, and Receiving Payments
- (33:27) - Managing and Customizing Invoices
- (36:11) - Payment Options and Methods
- (44:33) - Managing Tips and Discounts
- (54:26) - Recurring Invoices and Payments
- (01:00:09) - Invoice Status and Feedback
- (01:02:56) - Wrapping Up and Upcoming Events
Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com
Links for this episode:
Intuit Support article: https://quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/see-whats-new-estimates-invoices-quickbooks-online/L9jVVT2GY_US_en_US
Alicia’s Upcoming Classes:
- Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business
- QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
Dan’s Upcoming Events:
- QB Power Hour - Bridging the Apps - Using Zapier to connect the missing links in integrated apps - 3/4/25 Noon EST
- Workshop Wednesdays - 1PM EST - Check the website for weekly topics
Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
