Invoices vs Sales Receipts in QuickBooks Online (When to Use Each) | QBO Basics Ep. 8

In Episode 8 we’re diving into when and how to use customer invoices and sales receipts which involves one of the most important parts of running your business: getting paid 💸 In this video, I walk you step-by-step through how to create and send customer invoices in QuickBooks Online, when to use invoices vs. sales receipts, and how to properly record customer payments so your books stay accurate. 💥WHAT YOU'LL LEARN: ✅The difference between customer invoices and sales receipts ✅When to use each (and why it matters) ✅How to navigate to and create each form in QuickBooks Online ✅How to record payments from customer invoices ✅Matching vs. adding transactions (and how this affects your books) ✅Customizing your invoices with your business info If you’ve ever felt confused about invoicing or unsure if you’re doing it “right,” this video will help you build confidence and clean up your workflow. 📺 Watch the Full Series: This video is part of the QuickBooks Online Basics for Beginners series. Be sure to subscribe so you don’t miss future episodes covering bank rules, reports, and best practices. _________________________________________________________________ ⏱ Timestamps 00:00 – Welcome & Episode Overview 00:40 – Customer Invoice vs. Sales Receipt 02:39 – How To Create A New Customer Invoice 04:08 – Customizing Customer Invoices 10:22– Recording A Customer Payment 13:11 – Matching vs. Adding/Posting Customer Payments 14:29 – When Not To Match Customer Payments 15:32 – Recap and Reviewing A/R Aging Summary Report 17:48 – Recap and Outro _________________________________________________________________ ▶️ What’s next? In the next video, I’ll cover vendor bills vs. expenses and checks in QuickBooks Online. What they are, when beginners should use them, and when you should skip them entirely. _________________________________________________________________ 🔔 Don’t forget to like, subscribe, and comment below with your biggest QuickBooks question — it may be featured in a future episode! 📩 Need 1-on-1 help? Contact me here: ➡️ chelsea@evolve-officesolutions.com _________________________________________________________________ 🤩 Special Offer for You! I'm an official business affiliate of QuickBooks Online, and I'm excited to share an exclusive deal: 👉 Get 30% off your new QuickBooks Online subscription when you sign up using my link: https://quickbooks.partnerlinks.io/yf... _________________________________________________________________ #QuickBooksOnline #QBO #OrganizedBooks #Organized #BookkeepingTips #SmallBusinessAccounting #QuickBooksOnlineTraining Disclaimer: The information provided in this video is for informational purposes only and is not meant to take the place of professional legal, accounting, or financial advice. If you have any legal questions about this video or the subjects discussed, or any other legal matter, you should consult with an attorney or tax professional in your jurisdiction (i.e. where you live). #QuickBooksOnline #SmallBusinessAccounting #BookkeepingBasics #EntrepreneurTips #QuickBooksTips