How to create an invoice in QuickBooks Online

Create an invoice in a few easy steps:
1. Select the customer you’d like to invoice. If it’s your first
customer, you’ll be guided step by step.
2. Choose your payment terms. This is the date you’d like to be
paid. The default is net 30 days.
3. Enter the product or service you’re selling (e.g., design services).
4. Enter a description of the service or product for your customer
(e.g., Graphic design for Jane’s website).
5. Enter the rate or how much you’ve charged the customer.
6. Choose an income account which categories your receivables
(the money coming in to your business).

 

Customize your invoices to fit your business:
You can easily customize our standard invoices to fit your
business needs. Want to add discounts, show quantities, or
automatically include VAT on your invoices? No problem.
Just click the “customize” button on your invoice screen and
discover how you can tailor the invoices to meet your specific
needs.

Add your logo for a professional look:
Adding a logo is easy and it makes a standard invoice look even
more professional.
To add your logo, go to the Customers menu and select
Customize Printed Forms.

For more information on QuickBooks Online call the QuickBooks Gal today at 775-348-9225.

Comments

Post a Comment

Popular posts from this blog

How to "Un" Apply Credits In QuickBooks

Image
Got a QuickBooks Mess? Call The QuickBooks Gal! Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal Recently, one of our Reno QuickBooks customers asked about "unapplying" credits in QuickBooks. While there are nicely labeled apply credits buttons, there are none marked unapply. This is the case for both customers (invoicing) and vendors (paying bills). So here is how it is done: For customers, it is a fairly easy process. Go to the invoice to which the credit was applied. Then click on the "Apply Credits" button. In the lower half of the new window that pops up is a list of Previously Applied Credits. Simply find the one, or ones you wish to unapply and click on the check mark next to it to make the check mark disappear. The credit will no longer be applied or tied to that invoice. For Vendors, i.e. bill payments, it is not as clean and simple. The only way to unapply a credit in such a case is to Delete the credit. You can then
Read more

QuickBooks Password Protection

QuickBooks now requires your employees to enter a password to view their pay stubs when you e-mail them. QuickBooks generates the passwords automatically; each password consists of the first four letters of the employee's last name followed by the last four digits of their Social Security number. Examples Name:                            SSN:                         Pay Stub Password: Ben Narramore              855-56-4545             narr4545 Deb D'Spain                  782-34-3419             dspa3419 Jimmy Wu                     903-88-7465             wu7465 Note that all characters must be entered in lowercase and punctuation characters are not included in the password. When a last name has fewer than four characters, the whole last name is used (like in wu above) but no additional characters are added. You will need to inform each employee of this new password requirement
Read more

Employee Salary/Wage Rate Report

Image
Welcome to another QuickBooks Gal Minute. I'm Jayne Miller, The QuickBooks Gal. Do you need to produce a report by Employee that lists only Employee Name and Wage Rate? In QuickBooks that's easy! Here's how to modify a standard report to include the data you want to report. In the top tool bar, select Reports Select Employees & Payroll Select Employee Contact List from the drop-down list Once inside the report, select Modify Report in the report tool bar In the "column" section, remove the check marks from the information choices you don't need. In the "column" section, place a check mark next to "Employee" In the "column" section, place a check mark next to "Earnings/1 Rate" This will customize the report to include only employee names & salary/wage amounts. As you explore the Modify window, you will find that there are many useful information options you can use to create really great custom reports...by the
Read more