Everything You Need to Know About Modern Invoices

Unofficial QuickBooks Accountants Podcast

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2M ago 1:07:47

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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.

Sponsors
Bluevine - https://uqb.promo/bluevine
Settle - https://uqb.promo/settle
Rightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)

(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

(27:06) - Subtotal, Sales Tax, and Shipping

(30:30) - Saving, Sending, and Receiving Payments

(33:06) - Managing and Customizing Invoices

(35:50) - Payment Options and Methods

(45:33) - Managing Tips and Discounts

(55:26) - Recurring Invoices and Payments

(01:01:09) - Invoice Status and Feedback

(01:03:56) - Wrapping Up and Upcoming Events

Send your Questions/Comments (we could read/answer them on air) [email protected]

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

93 episodes

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