QuickBooks Invoicing for Gmail
Now that I’m connected, I can open an email message to create an invoice. At this time you can only create an invoice via Gmail when you are viewing an invoice. Click the “qb” icon and the new invoice window opens on the right.
Looking at that new invoice window in closer detail:
- My company logo was automatically added to the top, and it will show on invoices. This comes from the settings in my QuickBooks Online Accountant account. You also can add this in the app settings, as I’ll show later.
- The customer is taken from the Gmail message that I’ve opened here. If this matches an existing customer name in my QuickBooks Online customer list, then the invoice is added to that account. If it does not match, then a new customer will be added to QuickBooks Online. You can click on this field and start typing a name, you will see the list of customers from QuickBooks Online that matches.
- The customer email address is taken from the Gmail message
- Click the link to Add a product or service. You can add a new item here, or if you start typing a name you will see a list that matches from your QuickBooks Online product/services list.
- This sets the due date for the invoice. There is a list of options, as I’ll show below.
- You can compose a message for the invoice. There is a default entered for you to start with.
Let’s add a product/service. This opens an overlay as shown below:
If you start typing something on the Product or service line, and you pause, you will see a list of items that match what you’ve typed. This comes from your QuickBooks Online product/services list. The product/service is entered, it does not offer a dropdown list from my QBO account. The matching list only shows if you hesitate for a moment. If you enter a value here that does not exist in your product/services list, it will be allowed and the item will be added to your list, without any warning, so be careful.
You can edit the Description field.
The Rate field offers options of “Flat rate,” “By hour,” or “By quantity.” If you select “By hour” or “By quantity,” the screen changes to ask you for the hours or quantity. Note that if you select an item in your product/services list that is an inventory item, the app does not automatically switch to “By quantity.”
The Price field can be edited.
The Taxable switch determines if sales tax is to be applied to this item. If the item is marked as being taxable in your QuickBooks Online products/services list, it shows as being taxable here.
Here’s an item that I’ve added:
Clicking “Add” adds this to the invoice. There is a bit of a lag, but it’s not too horrible.
Returning to the invoice, you can see that the item has been added, and a sales tax line has been added.
You can enter as many lines as you wish, and you can edit existing lines. There isn’t a search feature for lines, so this might not be convenient if you have long, detailed invoices.
Sales tax defaults to the settings you have in your existing QuickBooks Online account. You can override this for an invoice by clicking the edit icon, which will show you the options that you have set up in QuickBooks Online.
The Terms field has these options:
If you select Custom due date you can enter a specific date
The Message to customer is marked as “optional,” but it always seems to appear unless you delete the text. This text is added to the email message sent to the customer.