Gmail email invoices directly for QBO
Gmail email invoices right from your Gmail account? You mean I don't have to log into my QuickBooks company file? Yes that feature is here! Well, here in QBO labs. But I think it is one that will stay. When you use gear>QuickBooks labs, you need to know that these are things they are working on. Sort of "not ready for prime time" just yet. If you are someone who likes to be on the cutting edge of technology, you can try some of the features Intuit is working on in QB labs. See this other post on Quickbooks Labs.
Gmail email invoices...the set up
Clicking on install was the easy part. Getting it to show up in Gmail was a bit more tricky. Here are the steps:
Open any existing Gmail thread and select the QuickBooks icon on the far right. The icon may take a few minutes to appear in Gmail.
Sign up for a new account. Or sign in with an existing QuickBooks . You have to connect it to your QuickBooks online account in order for it to show up there and be part of your merchant account (if you have one). Note: You may have to refresh your browser to see the gray Intuit logo to connect it and make it green.
It was almost too easy!
CREATE GMAIL EMAIL INVOICES RIGHT IN GMAIL AND NOT IN QUICKBOOKS ONLINE
Send professional invoices with your logo, business details, and more.
GIVE YOUR CUSTOMERS A WAY TO PAY ONLINE
Let customers pay you online with credit cards and bank transfers.
See the video for a demo of this new feature.
1. To use QuickBooks Invoicing for Gmail, you need to create a free Intuit user ID or sign in with your existing user ID for QuickBooks Online, TurboTax, Mint, or any other Intuit product.
2. Does not work with QuickBooks Self-Employed (too bad) or QuickBooks Desktop.
3. There are no monthly charges for QuickBooks Invoicing for Gmail.
4. All online payments are processed through a payments account (powered by Stripe or QuickBooks). There are no monthly charges for the payments account, but a per transaction fee may be required for online payments.
To love QuickBooks Online. I am still a firm believer (and I know Intuit says it is not true), that QuickBooks Desktop is going to be sold off or stop being created. I give it 5 years tops. But this is only my opinion. I did this from my iPhone and it also worked wonderfully. I did not have to log into QuickBooks at all. Such a time saver!
If you have any questions or would like to see a future video on another topic, please reach out to me on Facebook.