QuickBooks Online Mobile App: The Easiest Way to Invoice Clients

Updated at: 10/06/2025

Running a business shouldn't mean wrestling with paperwork. QuickBooks Online's mobile app makes invoicing clients a breeze. From anywhere, anytime, create professional invoices, track payments, and manage expenses – all within a user-friendly interface. Say goodbye to late payments and hello to streamlined finances. This article explores how the QuickBooks Online mobile app simplifies invoicing and boosts your business efficiency.

Step-by-Step Instructions

  1. Start a New Invoice

    • Open the QuickBooks Online mobile app and go to the shortcuts menu. Select 'Invoices'.
    • Select 'Add New Invoice'.
    • Select the client's name or create a new one if needed.
    • Assign an invoice number (optional) or let QuickBooks assign the next available one.
    Assign an invoice number (optional) or let QuickBooks assign the next available one. Assign an invoice number (optional) or let QuickBooks assign the next available one. Assign an invoice number (optional) or let QuickBooks assign the next available one. Assign an invoice number (optional) or let QuickBooks assign the next available one.
    Start a New Invoice

  2. Add Line Items

    • Select 'Add Products or Services'.
    • Enter quantity, rate, tax codes, and any comments for each line item. Select 'Add' after each item.
    Enter quantity, rate, tax codes, and any comments for each line item. Select 'Add' after each item. Enter quantity, rate, tax codes, and any comments for each line item. Select 'Add' after each item.
    Add Line Items

  3. Review and Save Invoice

    • Review the total invoice amount, including taxes.
    • Add any additional messages to the customer in the provided text fields.
    • Press 'Save' to create the invoice.
    Press 'Save' to create the invoice. Press 'Save' to create the invoice. Press 'Save' to create the invoice.
    Review and Save Invoice

  4. Send Invoice

    • Select 'Send Invoice' to send the invoice via email.
    • Customize the email subject and message (optional). Press 'Send'.
    Customize the email subject and message (optional). Press 'Send'. Customize the email subject and message (optional). Press 'Send'.
    Send Invoice
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Tips

  • Pre-set invoice terms for faster invoicing.
  • Edit or remove line items as needed by pressing on them.
  • Connect your bank account for automatic payment notifications.

Common Mistakes to Avoid

1. Incorrect Client Information

Reason: Entering wrong client names, addresses, or contact details leads to delays in payments and difficulties in tracking invoices.
Solution: Double-check all client information before saving and sending the invoice.

2. Forgetting to Add Important Details

Reason: Missing crucial details like payment terms, due dates, descriptions of services rendered, or taxes can cause confusion and payment disputes.
Solution: Use QuickBooks Online's templates and ensure all necessary fields are completed before sending.

3. Not Tracking Invoices Properly

Reason: Failing to monitor invoice status (sent, paid, overdue) can lead to cash flow problems and missed payment deadlines.
Solution: Regularly check the 'Invoices' section in QuickBooks Online to track payments and follow up on outstanding invoices.

FAQs

Can I customize my invoices with my logo and business branding?
Yes! The QuickBooks Online mobile app allows you to upload your logo and customize the invoice template to match your brand. This helps maintain a professional image and reinforces your brand identity with clients.