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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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LeizylM
QuickBooks Team

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Good to see you here, ewyorktutor. 


I'd be glad to help you manage your transactions in QuickBooks Online (QBO).

 

You can create a service item to be used on the services by going to the Gear icon. This way, the item will be selected upon creating the invoices in QuickBooks Online.

 

Here's how:

 

  1. Go to the + New button.
  2. Select Pledge.
  3. Fill in all the necessary details.
  4. Click Save and close or Save and send.
  5. Click the Gear icon located in the upper right-hand corner.
  6. Under List, click Products and Services.
  7. Press the New button, and select the Type.
  8. Enter the information.
  9. Tick on Save and Close.

 

To give you more tips in adding item in QBO, please see this reference: Add product and service items to QuickBooks Online.

 

Additionally, please refer to this article on how to create an invoice in QuickBooks Online: How to Create an Invoice in QuickBooks

 

Visit again if you have additional questions about handling or managing pledges in QuickBooks. Have a good one!

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