QBO Monday Minute: Invoicing from QBO Using Gmail

Client experience is a pivotal moment in a relationship. We all have experienced the never-ending ringing when you dial a number and cannot seem to get a human on the other line. More annoying than no answer is a robotic voice saying, “Choose from the following options.”

People are important. Like you, your clients lose sleep at night worrying about their business finances, staff and customers. Most entrepreneurs feel alone. You create a solid customer relationship by offering advice and creating a safe landing space for your clients to share ideas and collaborate on plans.

People, including your clients, should feel how significant they are to you. A small change like connecting your Gmail account to QuickBooks Online for sending invoices allows them to create their own personalized client experience.

The advantage to having a Gmail account connected to QBO is invoicing. When invoicing clients, it looks like the invoice is coming directly from you and not from the internal email system.

Of course, this does not mean it will show up in your sent mailbox because the email is still generated and sent from their server, but it allows your Gmail to be both the from and reply-to email address.

It is the best of both worlds because you can look in QuickBooks to see when it was sent and when the customer viewed it. Unfortunately, you can only connect to one Gmail address. If you already have one connected, you need to remove it and add the new one.

Below are the steps to connect and disconnect:

Steps to connect

Create an invoice or open an existing one.

Once you fill out the necessary fields, select Save and send to open the preview window.

Above the customer’s email, select the From ▼ dropdown.

Select add Gmail address, then connect Google account.

Enter your Gmail address in the sign-in window, then select Next. (Note: If your computer remembers your Gmail, set the email you want to use.) Then Allow, and you are good to go.

Enter your Gmail password, then select Next.

Select Allow. Then you are ready to send invoices.

Disconnect your Gmail address

Create an invoice or open an existing one.

Once you fill out the necessary fields, select Save and send.

Above the customer’s email, select the From ▼ dropdown.

Select Remove Gmail address.

Anything you can do to help make the client experience personalized creates a very loyal atmosphere, and it is great to have loyal clients. There are so many other great integrations you can do with Google and QuickBooks Online. Check out this recent article written by Murph to learn how to create invoices from Google Calendar HERE.

Liz Scott is a multi-business entrepreneur working to bring together technology and accountants through her business, Liz Scott Consulting. A member of Intuit Trainer/Writer Network, she authored and taught Master level courses, including Advisory Guides and Consulting Tools for Accountants. In addition to Liz Scott Consulting, she also owns Accounting Lifeline, a firm to serve small businesses with their financial needs. Liz is a co-host of the “Appy Hour,” which helps other accountants learn about the different tools and apps for small business needs. Holding a high passion for real estate investment, she owns properties throughout Oklahoma.