How to Activate & Send E-Invoicing in QuickBooks

E-Invoicing in QuickBooks is a feature that allows users to create, send, and track invoices electronically, rather than sending them through the mail or as a paper document. This can be done by connecting QuickBooks to an e-invoicing service, such as Bill.com or Invoice2go. E-invoicing in QuickBooks is not only simple to use, but it also speeds up the entire work process.

Once connected, users can create invoices in QuickBooks as they normally would, but instead of printing or emailing them, they can send them directly through the e-invoicing service. The recipient will receive an email with a link to view and pay the invoice online. Get all types of support/help for QuickBook/QB Enterprise/Payroll/Pro & Premier. We are the best Export team for QuickBook-related errors and issues

Users can also track the status of the invoice, such as whether it has been viewed, paid, or if there are any issues with the invoice, directly from within QuickBooks. This can help to streamline the invoicing process and improve the speed and efficiency of getting paid.

Please note that the availability of this feature may vary depending on the version of QuickBooks you are using and the e-invoicing service you choose.

How to Activate E-invoicing Feature in QuickBooks

To activate the e-invoicing feature in QuickBooks, you’ll need to connect your QuickBooks account to an e-invoicing service. Here are the general steps to do so:

1. Choose an e-invoicing service that is compatible with QuickBooks. Some popular options include Bill.com and Invoice2go.
2. Sign up for an account with the e-invoicing service and connect it to your QuickBooks account. This may involve entering your QuickBooks login information and granting the service access to your QuickBooks data.
3. Once the service is connected, you should be able to send invoices directly from QuickBooks. To do this, go to the “Invoicing” section of QuickBooks and create a new invoice as you normally would.
4. When you are ready to send the invoice, select the option to send it through the e-invoicing service. This should be available as a button or menu option within QuickBooks.
5. Enter the recipient’s email address and any additional information required by the service. Click send.
6. You can track the status of the invoice and see if it has been viewed or paid from the e-invoice service or from QuickBooks itself.

Please note that the steps and interface may vary depending on the e-invoicing service you choose, and the version of QuickBooks you are using. It’s recommended to follow the instructions provided by the service you choose.

How to Send E-Invoicing in QuickBooks

Once you have activated the e-invoicing feature in QuickBooks and connected it to an e-invoicing service, you can begin sending invoices electronically. Here are the general steps to send an e-invoice in QuickBooks:

1. Go to the “Invoicing” section of QuickBooks and create a new invoice as you normally would.
2. Fill out the invoice details, such as the customer’s name and address, the items or services being invoiced, and the invoice amount.
3. When you are ready to send the invoice, select the option to send it through the e-invoicing service. This should be available as a button or menu option within QuickBooks.
4. Enter the recipient’s email address and any additional information required by the service.
5. Preview the invoice, and if everything is correct, click the “Send” button to send the invoice electronically.
6. Once the invoice is sent, you can track its status and see if it has been viewed or paid directly from QuickBooks or the e-invoice service.

Please note that the steps and interface may vary depending on the e-invoicing service you choose, and the version of QuickBooks you are using. It’s recommended to follow the instructions provided by the service you choose.

The Benefits of E-Invoicing in QuickBooks

There are several benefits to using the e-invoicing feature in QuickBooks:

1. Speed: E-invoicing allows you to send invoices electronically, which can be much faster than mailing or delivering paper invoices. This can help you get paid faster and improve cash flow.
2. Convenience: With e-invoicing, you can create and send invoices from QuickBooks, without having to leave the software. This makes it easy to manage the invoicing process and keep track of outstanding invoices.
3. Accuracy: E-invoicing allows you to track the status of invoices in real time, which can help you identify any issues or discrepancies quickly. This can help to reduce errors and improve the accuracy of your invoicing process.
4. Cost-effective: E-Invoicing eliminates the need to print and mail paper invoices, which can save on paper, ink, and postage costs.
5. Environmentally friendly: E-invoicing is an eco-friendly solution as it eliminates the need for paper invoices. This can help your business reduce its environmental impact.
6. A better customer experience: E-invoicing allows customers to view and pay invoices online, which can make the process more convenient for them. They can also have access to the invoices at any time, which can improve customer satisfaction.

Please note that the features and benefits of the e-invoicing feature may vary depending on the e-invoicing service you choose and the version of QuickBooks you are using. Learn More