Creating Invoices & Payments in QBO

How To Guides for CCE Clients

These quick guides will show you how to create invoices and record payments in QBO—keeping your clients happy, your AR tidy, and your books running smoothly.

Bonus! Recording these correctly keeps your customer payments off of the OT and helps us work efficiently. Win win!

Click below to jump to a specific guide!

• Creating an Invoice in QBO

• Recording a Single Payment for a Single Invoice

• Recording a Single Payment for Multiple Invoices

• Recording a Batch Deposit (multiple payments deposited in a lump sum)

Creating an Invoice

Recording a Payment for a Single Invoice

Recording a single payment for multiple invoices (from one customer)

Recording a batch deposit: multiple payments that were grouped into a single deposit on your bank statement