What are the Benefits of the Online Invoicing Feature within QuickBooks Online?

Every individual and business across the globe is going digital. Given the need for businesses to settle online for all […]

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Every individual and business across the globe is going digital. Given the need for businesses to settle online for all their requirements, QuickBooks Online has come up with the online invoicing feature. With the help of this trait of the software, the small and medium-size businesses get an opportunity to streamline workflow, keeping track of the overall cash inflow and outflow simultaneously.

Especially, when the sales are too frequent, having an online invoicing feature makes making entries easier and more instant.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Why Online Invoicing Feature is Important?

QuickBooks Online decided on introducing this online invoicing feature, given the benefits it offers to individuals and businesses. Before receiving payments from concerned parties, it is important to have an invoice prepared, detailing the items, their quantity, prices, etc. Businesses cannot afford to make mistakes and hence, having a digital platform to digitize the process could be the best thing for them.

The online invoicing feature helps save time, minimize errors, and lets you utilize your budget in the best possible way. Though the reasons are many to switch to the online invoicing method of QuickBooks Online, there are a few noteworthy benefits that users must know about before they say a Yes or No to using the feature.

Available Designs

If you are a business owner who thinks attractive designs and formats are the least important while preparing an invoice, you are under a huge misconception. No matter what is being prepared to be forwarded to a business associate, it must look good and have a clear presentation. Just putting in the information is not happening.

With the growth of the business, you must learn to choose the best designs and formats to represent the figures in your invoice. After all, the first impression has a long-lasting effect. QuickBooks Online understands this well and hence brings to users a wide array of invoice formats. You can choose one as per your requirement. The best thing about this section is that it is purely customizable. Hence, you can add extra lines to specify the taxes applicable after registration or include or exclude the columns as per your requirements.

The creation is quite easy. One can select the layouts and keep them as they are or optimize them as per requirements. Thus, next time you prepare an invoice, use this online invoicing feature of QuickBooks Online.

Easy Accounting

Having an online invoicing feature in QuickBooks Online ensures the integration of all accounting functions. As keeping track of each sale and expense in a small business organization is difficult, this specialty of the software helps integrate the overall arrangement and makes invoices accessible on mobile apps and cloud software. So, the users need not keep copies of the same or do not require entering data manually into the software, everything is taken care of online.

The sales information and other details of ins and outs of resources are recorded in real-time and there is no event of loss of invoice once the data is recorded. No manual handling of data is required when you use online invoicing within QuickBooks Online.

Efficient Tracking

When things are hosted on a cloud network, tracking or monitoring the changes and accesses becomes easier. While you email the invoice to clients, you are kept waiting until you hear from the other side. You are not even sure if the client has checked the email containing the invoice. In online invoicing, the activities are easily trackable. It tracks the time when the invoice is sent to the client, reaches the client, and is seen by the client. Hence, the route is seamless, transparent, and doable.

In addition, businesses and operators get notified as and when the payment is made in full. Based on what you want to trace, you can set up notifications and customize them the way you want.

Quick Payments

While preparing the online invoice for clients, businesses get an option of adding a hyperlink to their payment system. As a result, the clients and customers can click on the link and pay the bill. In short, it offers the most convenient payment platform to users.

Speedy Delivery

The invoice system becomes accessible to clients and customers as soon as the same is prepared and sent. There is no wait time, and, of course, the payment is swifter.

How to Create an Online Invoice with QuickBooks Online?

Now when you know how the invoicing features can help take your business forward, the next step is to know how to create an invoice within QuickBooks Online. Going through the following steps will surely assist you in using and customizing the invoicing feature of the software efficiently. The steps are as follows:

Step 1: Click the +New option on your left-hand side.

Step 2: Choose Invoice.

Step 3: Select a customer.

Step 4: Put in the email id of the customer. Leave if already entered.

Step 5: Enter other details as asked, including Product/Service, Rate, QTY, Description, Tac applicable, etc.

Step 6: Enter an invoice message to accompany it.

Step 7: Click on the Save and send option.

The software forwards the email.

The steps above are quite easy to follow. However, if you get stuck at any stage of creating an invoice using an online invoicing feature of QuickBooks Online, our professionals will help you whenever you want. They will either guide you over a call or resolve the issue by handling your systems remotely and doing everything on your behalf.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


How do You Convert an Estimate into an Invoice?

The following are the steps to follow to convert an estimate into an invoice:

Move your cursor over the Sales option
Click on Customers
Find the existing estimate
Select the customer having an existing estimate
Tap the Estimate option, and it opens
Click on Create invoice option
Choose an estimate you require the invoice for
Click on Create invoice

How do You Customize Your Invoice?

You can customize your invoice per your business requirement and add your logos, choose colors to make the invoice more presentable and attractive, and include other features to improve the design. Now, you can preview the design. If you like it, keep it. Else, try customizing and making something else.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Importer, Exporter & Deleter

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Pricing includes coverage for users
  • Services Include:
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  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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