Angelyn_T
Moderator

Manage customers and income

Hi there, @ushuaia_22.

 

You can open your invoice to see its linked transactions. I'll guide you on how.

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click on Sales at the left pane, then select Invoices.
  3. Open the invoice from there to see the linked entries such as billable expenses or timesheets.
  4. From there, select the linked transactions to view the entries.a27 1.PNG

 

On the other hand, yes. The system will ask you for a confirmation message before editing your invoice to avoid incorrect edits or messing up your books. If you want to update the information, select the Yes button, and No if not.a27 2.PNG

 

I'm adding this link to learn more about customer invoices in QBO: Create invoices in QuickBooks Online. The same resource also gives you details on how to record invoice payments, and how to notify your customers about their upcoming invoice due dates.

 

Aside from that, you can get more hints while handling your other customer transactions in the future from this link: Topics about your company's income and customers.

 

Please feel free to leave a comment below if you have any other follow-up questions about your invoices. I'm more than happy to help. Wishing you a good one!