You can send contracts, timesheets, receipts, etc. How to attach a file to an invoice in QuickBooks Onlineĭo you need to attach documents to an invoice so you can send them to your customer? No problem! You can attach any PDF file to an invoice. The balance due is the amount that the customer owes you. Once again QBO does all the math for you. Verify that you are using the correct sales tax rate.ġ5. Enter a message to be displayed on the invoice – like “Thank you for your business!”ġ4. Verify sales tax and enter a message to be displayed on the invoiceġ3. ![]() If you collect sales tax, then check the sales tax box. QBO will do the math for you to calculate the amount (quantity x rate).ġ2. Enter the quantity sold (this may be quantities or hours).ġ1. See my tutorial on How to Set Up the Products and Services List in QuickBooks Online.ĩ. Enter the corresponding product or service you are invoicing your customer.
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