Easy Tech TutsHow to Record Accounts Receivable in QuickBooks Online Easily 2026
By Impran M N
Keeping a clear picture of what customers owe you starts with recording every invoice properly. This guide walks through creating a customer invoice in QuickBooks Online, setting payment terms, and running an Accounts Receivable Aging report to see what's outstanding. It's built for business owners who want to stay on top of cash flow.
01Open the Invoice form
Click + New in the upper left, then choose Invoice under the Customers column.
02Select the customer and set terms
Choose the client from the customer dropdown, then set payment terms like Net 30 to lock in an official due date.
03Add products and services
In the line items table, select what you're billing for and enter the correct quantities, rates, and tax classifications.
04Attach context and save
Add an internal note or attach a related document, then click Save and Send to email the invoice or Save and Close to log it.
05Review the A/R Aging report
Go to Reports and open the Accounts Receivable Aging Summary to see how your open invoices are distributed by due date.
Frequently asked questions
How do payment terms affect my A/R aging?
Terms like Net 30 set the due date QuickBooks uses to bucket the invoice in your aging report, so accurate terms are important for tracking overdue balances.
Can I send a reminder for an overdue invoice?
Yes, you can enable automatic reminders or manually resend the invoice from the customer's profile.
What if a customer only pays part of the invoice?
You can record a partial payment against the invoice, and the remaining balance will continue to show as open in your A/R.
Does creating an invoice affect my income right away?
Yes, invoicing typically increases your Accounts Receivable and recognizes income on an accrual basis, even before the payment is received.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
