Quickbooks How to Create an Invoice

How to Create an Invoice in QuickBooks

1. Introduction to Invoices in QuickBooks

   • In QuickBooks, an invoice is used to record sales to customers or clients who owe you money.
   • If the customer pays immediately upon purchase, it's considered a sales receipt, not an invoice.
   • To create an invoice, you can either click on "Create Invoices" or go to the customer drop-down menu and select "Create Invoices."

2. Creating an Invoice

   • Click on "Create Invoice" to bring up the invoice form.
   • The form will have fields for details like customer name, date, invoice number, bill to, ship to, and terms.
   • The invoice number can be manually changed to fit your sequencing preferences.
   • Customer information and terms will pre-fill based on your customer list.
   • Items to be billed come from your item list, where you specify the product or service, price, and taxability.
   • You can customize the invoice message for the customer.

3. Adding Items to the Invoice

   • Select items from your item list to add to the invoice.
   • Description and price will automatically populate based on the item list, but you can edit them on the invoice if needed.
   • Specify quantities and rates for each item to calculate the total amount.

4. Finalizing the Invoice

   • Review the invoice details, customer message, and total amount.
   • Add any additional customer messages if needed.
   • Save and close the invoice or save as a new one.
   • Options to print or email the invoice are available for immediate or batch processing.

5. Additional Features

   • QuickBooks offers various features like adding expenses, creating batch invoices, refund credits, and more.
   • Invoices help in recording sales in profit and loss accounts and tracking accounts receivable on the balance sheet.

6. Closing Notes

   • Any questions or comments can be left below the video for assistance.
   • For more QuickBooks tutorials and tips, visit QB University at qbuniversity.org.

By following these steps, you can efficiently create invoices in QuickBooks to manage your sales and accounts receivable effectively.