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SandraS99
August 15, 2019
Question

Invoicing a client

  • August 15, 2019
  • 1 reply
  • 0 views

When I invoice my clients for their monthy bookkeeping fees can the invoice be automatically posted in their QBO?  Is there a way of sending my invoice so that they can automatically post it in their payables?  Is there an option somewhere in QBO Accoutant or QBO Plus to turn this on? I currently email the invoices to my clients and is the another way to do this through the shared documents so they can save it in their QBO??

1 reply

AddieC
AddieC
August 15, 2019

Hi there, 

 

Having transactions automatically post to your client's books sounds like a great idea, and it would be really helpful in saving them time and staying organized. Based on your question, it sounds like both you and your client use QuickBooks Online, and you'd like the monthly bookkeeping fee transaction to become automated on both ends. I'd be happy to offer you some tips on how to accomplish that.

 

Here's what you'll do: 

 

1. In your QuickBooks Online Accountant account: Set up a recurring invoice by following the steps in this article - How to create a recurring invoice and manage recurring transactions.

 

2. In your client's QuickBooks Online account: Set up a recurring bill by following the steps in this article: How to set up a recurring bill.

 

Each month, you can automatically invoice your client for their bookkeeping fees. At the same time, your client can automatically enter their bill. Both of these things can be done with recurring transactions. This is an awesome tool to use in this situation, where a fee is sent and received each month. 

 

I hope this helps answer your question. If I've missed the mark, please let me know and I'd be happy to continue working with you to accomplish your goal.

 

Have a great day!

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