MY CARTAutomatically Invoice Unbilled Activity in QuickBooks Online
How to Automatically Invoice Unbilled Activity in QuickBooks Online: Video
This video lesson, titled “How to Automatically Invoice Unbilled Activity in QuickBooks Online,” shows you how to automatically invoice unbilled activity in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”
Overview:
QuickBooks Online Plus does not let you create batch invoices. Previously, it let you create batch invoices, but only for customers with unbilled activity. However, QuickBooks Online can now use automation to automatically create invoices for unbilled activity every night. Separately, QuickBooks Online Advanced does contain the ability to create, edit, and delete invoices and other types of transactions in batches using its “Batch transactions” feature. However, that version is not covered in this tutorial.
How To Enable the Automatically Invoice Unbilled Activity Setting in QuickBooks Online Plus:
To enable automatic invoicing for unbilled activity in QuickBooks Online Plus, click the “Settings” button in the QuickBooks Online toolbar and then select the “Account and settings” command to open the “Account and Settings” window. Then click the “Advanced” category at the left side of the window. Then click the “Automation” section to the right to show its settings. Click the “Automatically invoice unbilled activity” toggle switch to turn it to the “On” position and enable this feature.
Then select the desired invoice creation and notification choice from the drop-down that appears under the toggle switch. Next, select the schedule for the automatic invoice creation. Note that invoices are created on the night of the selected days. To save your changes, click the “Save” button at the bottom of the section. Then click the “Done” button to close the “Account and Settings” window.
After enabling this feature, QuickBooks Online then automatically creates invoices for any unbilled activity you enter. You can find these invoices in the invoices list on the “Invoices” page.
