How to Setup QuickBooks Invoicing For Gmail: Send Invoice to Your Customer Through Gmail

 Quickbooks is a bookkeeping software that is used to track and manage financial transactions. The software can also be used to create invoices and send the invoices through email. After QuickBooks Online teamed up with Google, it has been as simple as possible for you to invoice your clients from within your Gmail inbox. An add-on, QB invoicing for Gmail is entrenched within the inbox of your Gmail account and is simple to us. With this feature, you can now create invoices for your customers from the data available in your email.

After an invoice is created in Gmail, it will be synced to QuickBooks Online. Intuit has also launched an app called “QuickBooks invoicing for Gmail” to make the work of the business owners simpler. The app is highly recommended for small businesses.

In this short article, we will teach you how to set up your QuickBooks invoicing for Gmail. This is an easy process that only requires a few minutes. When you use the Gmail application to send out invoices, QuickBooks is able to pull in customer email addresses automatically. This way you can keep track of your customers and offer them any services they might need in the future via email. For more information about how this process works, please visit our article on setting up invoicing for quickbooks on G Suite.``


Tips to Connect with Gmail

It’s not necessary for you to be an existing user of QuickBooks Online to send an invoice.

Login to your Gmail account and go to the G Suite Marketplace.

  1. You can install “QuickBooks invoicing for Gmail” and create the invoicing.

  2. There are multiple QuickBooks apps, thus you should be careful while establishing this app in choosing the appropriate app.

  3. Then return to your “Gmail dashboard” and open “Email inbox” and find the “QuickBooks icon” on the right.

  4. Click the “QB” icon and then the “Authorize Access link“.

  5. Allow the app to access your account.

  6. Find the option that would allow you to connect an existing account or to “Sign up” for a “New account“.

  7. When we use more than one account or any other client account, click the “Add app” to the firm link.

  8. Connect QuickBooks invoicing for Gmail app to your firm for testing.

  9. Click the “Confirm tab” and get connected and ready to create the invoice from Gmail.

  10. Now, you can open an email message to create an invoice, and while creating and viewing an invoice, click the “QB” icon and a new invoice window will open on the right.

Add the Logo on an Invoice

You can easily add your logo to an invoice using both “Gmail and QuickBooks invoicing”.

  1. Look at the top of the screen, and you will find your “Company logo” added there. It will automatically show on invoices. This can also be added in the app settings.

  2. When you “Send an invoice” to a customer and that customer’s name already exists in your QuickBooks online support list, the invoice will be added to the account.

  3. In case the name of the customer is not in the existing list then a new customer need to be added to the QB Online list so that you can search it later with the client name.

  4. If the customer's “Email address” is occupied from a Gmail message, you can click the link to “Add a product” or “Services” or add a “New item” here.

  5. This act will also set the due date for the invoice.

  6. You can also “Create a message” for the invoice instead of the default one available for you to use.

Adding the Product services

If you type a name of a product or service line, a matching list will appear. This list automatically shows up from QuickBooks Online product and service list.

If you find other names from a matching list, you can easily add those products or services to your list.you can also connect our team quickbooks customer service +1 855-377-7767 for any other help
Location: Englewood, CO 80112, USA

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