Skip to main content
U
userwongjk28
October 4, 2020
Question

Our business uses ecommerce websites to sell products, may i know the proper way to do invoicing? Should i create a new customer name for every order? Or consolidate?

  • October 4, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

Angelyn_T
Angelyn_T
October 4, 2020

Hello, @userwongjk28.

 

Thank you for reaching out to us here on the Community page. I can share some information about recording invoices in QuickBooks Online.

 

Yes, you need to create a new customer name for every order. If you happen to have the same customers who reorder from your products, then you can use the same name under the Customer section. This way, you'll be able to track your transactions and reports easily. To add a new customer from the Invoice page, tap on the drop-down arrow beside the Select a customer field, then add a customer's name from there.

 

To learn more about managing invoices in QuickBooks Online, feel free to read the topics from these links:

 

In case you want to pull up a report for your invoices or customer's transactions, you can also check out the instructions from this article as your guide: Run reports in QuickBooks Online.

 

Please let me know in the comment section if you have any follow-up questions. I'm always here to help. Have a good day!

U
userwongjk28Author
October 6, 2020
@Angelyn_T wrote:

Hello, @userwongjk28.

 

Thank you for reaching out to us here on the Community page. I can share some information about recording invoices in QuickBooks Online.

 

Yes, you need to create a new customer name for every order. If you happen to have the same customers who reorder from your products, then you can use the same name under the Customer section. This way, you'll be able to track your transactions and reports easily. To add a new customer from the Invoice page, tap on the drop-down arrow beside the Select a customer field, then add a customer's name from there.

 

To learn more about managing invoices in QuickBooks Online, feel free to read the topics from these links:

 

In case you want to pull up a report for your invoices or customer's transactions, you can also check out the instructions from this article as your guide: Run reports in QuickBooks Online.

 

Please let me know in the comment section if you have any follow-up questions. I'm always here to help. Have a good day!


Ok, is there a limit to the amount of customers i can create in QBO? And is it ok to group all the customers together? For example sales from Instagram to be grouped to IG SALES and walk in customers linked to CASH SALES? If i have a few hundred transactions a day, is it still advisable to create hundreds of customers each day?

Fiat Lux - ASIA
Fiat Lux - ASIA
October 5, 2020

@userwongjk28 

Do you own your eCommerce websites (e.g Shopify, WooCommerce, SquareSpace) or utilize the marketplaces (e.g Amazon, eBay) ? 

U
userwongjk28Author
October 6, 2020

Hi, we make use of both but unfortunately our local platforms do not have any integrations with QBO.

@Fiat Lux - ASIA wrote:

@userwongjk28 

Do you own your eCommerce websites (e.g Shopify, WooCommerce, SquareSpace) or utilize the marketplaces (e.g Amazon, eBay) ? 

 

Rejeil_O
Rejeil_O
October 6, 2020

Hi there, @userwongjk28.

 

Let me step in and assist you with your concern.

 

You don't have to worry about entering too many customers. You can enter as many as you want, as long as it's needed. Large lists don't cause performance issues to your QuickBooks Online account.

 

Also, you can group all your customers from online and walk-in sales. This way, you can track the sales for you online and walk-in customers separately. Here's how:

 

  1. Go to the Sales tab.
  2. Select Customer.
  3. Click the New customer button from the upper right corner.
  4. Enter the customer's group name.
  5. Fill out the necessary fields.
  6. Hit the Save button.

 

I've also added an article to help you create an invoice: Create invoices in QuickBooks Online.

 

Please know that I'm always around here in the Community to help. Take care and have a great day.

Terms & ConditionsAccessibility statement