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January 11, 2022
Question

How can I show a partial paiement from an invoice to my accountant when I share an invoice.(file)

  • January 11, 2022
  • 1 reply
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Original commenter did not share additional details

1 reply

January 12, 2022

Hi daniel-m-tile-gm,

 

I'm happy to see you here.  Welcome!  QuickBooks Online is a dynamic accounting software that provides everything you need to manage your books with confidence.  It's important that you're able to provide information to your accountant when required.  I'd be happy to help you meet your QuickBooks goal!

 

One of the many great features about QuickBooks Online is that you can invite your accountant to your books so they can access the information when needed.  Here's how:

 

1. Select My Accountant from the left menu

2. Enter your Accountant's email address

3. Hit Invite

Note:  Once your accountant accepts the invitation that's been sent to them, they can access your books directly from their QuickBooks Online Accountant account.

 

If you prefer not to add them to your account, here's how to send a copy of the customer invoice to your accountant:

 

1. Open Sales from the left menu and then Invoices

2. Click on the invoice to open it

3. From the bottom task bar, select Print/Preview

Note:  Any payments applied to the invoice will be visible

4. Hit Download to save it in a folder on your computer

5. When you're ready to send it to the accountant, add it as an attachment to the email.

 

Should you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you directly and get you back to what you love most!

 

Feel free to post any other questions you may have.  We'd love to help!