How to Send an Unvoice from Gmail in QuickBooks

When you are working with numerous clients and customers, there are huge records to be kept. For a business selling its products and services, generating invoices is one of the major functions to be handled. QuickBooks Online offers the best invoicing services in the form of invoicing for Gmail.

With QuickBooks invoicing for Gmail, businesses get an opportunity to generate invoices directly from their Gmail dashboard. It has appeared to be a very advantageous feature that is embedded in Gmail mostly for those who frequently use the emailing service. The data saved in the inbox are utilized to create the invoices, thereby assuring maximum possible accuracy.

How to Send an Invoice using a Gmail Address in QuickBooks Online

As soon as the invoice is generated in Gmail, it gets synchronized with QuickBooks Online and offering you hassle-free accounting and transaction services. This establishes a connection between the QuickBooks Online account and Gmail. Though the service has appeared to be of great help to businesses of all sizes, it has benefited the smaller enterprises more.

Step 1: Connect Gmail with QuickBooks Online

• Log in to your Gmail account
• Browse to G Suite Marketplace
• Identify the location of the Gmail icon
• When found, select it
• Click on the Install link
• Return to the Gmail dashboard
• Open an email message with a QB icon found on the right
• Click the icon
• Click on the Authorize Access link
• Now allow access to your account through the app.

Related Topics: Fix Gmail Related Problems in QuickBooks

Step 2: Add the Company logo on the Invoice

When it comes to invoicing, having a company logo for authorization is important. Here are the steps that you follow to input a company logo on the invoice:

• Go to the Gmail add-on
• Select Settings from the menu
• Select the Edit option beside Color and logo
• Add the logo, but in the new tab
• Return to Gmail
• Refresh the page.

Step 3: Send Invoices

• Open an existing email thread or compose a new email for the customer
• Select the QuickBooks logo as soon as you see the add-on displayed on the right side
• Fill out the invoice
• Click Send.