Is there a way to create an invoice directly from a transaction in QB that I am reconciling? I am using the Basic version of QBO.

bakerchambliss

I have a marketing company that purchases marketing supplies for 7 different healthcare practices. My marketing company then invoices each individual practice for the marketing supplies that their respective practice purchased. Currently I have to have the bank transactions pull up in one window and invoices pulled up in a second window side by side so that I can create the invoice from the transaction that I am reconciling in QB so that I can transfer the correct $ amount and description of the purchase to the invoice I am creating. It seems like there should be a "create invoice" option from the Bank transaction that I am reconciling.

GianSeth_A

Thanks for providing such a detailed explanation, @bakerchambliss.

Currently, QuickBooks Online (QBO) does not offer the ability to create an invoice directly from a bank transaction while you're reconciling.

From what you've described, it sounds like you're trying to generate invoices for each healthcare practice based on purchases that appear in your bank feed.

If your goal is to record the transaction, you don't need to create an invoice. Instead, you can directly categorize your transaction under the correct sales category. You can visit this article to learn more about Categorization in QBO: Categorize online bank transactions in QuickBooks Online.

However, if you need to bill each practice for those purchases, you'll need to create an invoice manually. You can visit this article to learn how to create an invoice in bulk: Create and send multiple invoices.

If you need further help as you proceed, let us know by filling in the comments.

Is there a way to create an invoice directly from a transaction in QB that I am reconciling? I am using the Basic version of QBO.

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