- #Youtube quickbooks 2015 tutorial how to#
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#Youtube quickbooks 2015 tutorial how to#
Instructions on How to Create an Invoice in QuickBooks Desktop Pro:
![youtube quickbooks 2015 tutorial youtube quickbooks 2015 tutorial](https://qbkaccounting.com/wp-content/uploads/2022/01/blog-hero-1.png)
You can see how much is in this account by opening the Chart of Accounts window.
#Youtube quickbooks 2015 tutorial pro#
It includes when it was created, viewed, sent, paid and deposited.Īfter creating an invoice, QuickBooks Desktop Pro places a record for the invoice into the “Accounts Receivable” account. The “Invoice History” window shows the history of the invoice. Clicking this link opens a small “Invoice History” window. Also, starting in QuickBooks Desktop Pro 2019, a “See History” link appears next to the “Invoice” title within saved invoices. Alternatively, click the “Save & New” button to save the invoice and leave the window open to continue creating invoices. When finished, click the “Save & Close” button to save the invoice. To print this invoice later, ensure the “Print Later” checkbox in the “Main” tab of the Ribbon at the top of the window is checked. If specifying a quantity and rate, the “Amount” field then automatically calculates itself. Alternatively, enter a total amount for the line item into the “Amount” field. In QuickBooks Desktop Pro, line items are used for goods and services, as well as discounts, subtotals, and sales tax lines, among others.Ī picture that shows a user entering line item information after they create an invoice in QuickBooks Desktop Pro.įor each line item, specify the quantity and rate by using the “Qty” and “Rate” fields. The items that appear in the drop-down list are from the Item List. Do this by selecting a choice from the “Item” column in the first available row within the line item area. The “Invoice #” field automatically increments itself up to the next available invoice number.Īt the bottom of the invoice, you then enter each item purchased on its own line.
#Youtube quickbooks 2015 tutorial code#
You must also choose a sales tax code and sales tax rate to apply from the “Customer Tax Code” and “Tax” drop-downs at the bottom of the form.Īfter entering the customer information, select the invoice date from the “Date” field. This includes setting the sales terms from the “Terms” drop-down. If manually entering customer data, instead, you must specify additional information. If you select a customer from the drop-down, their information automatically appears in the form. Alternatively, you can type the customer information into the “Bill To” and “Ship To” fields in the form. One way to do this is by using the “Customer:Job” drop-down and then selecting an existing customer from the Customer List. Then enter customer information into the invoice. To do this, use the “Template” drop-down in the upper-right corner of the invoice data entry form. The specific invoice form used for the transaction can be changed.
![youtube quickbooks 2015 tutorial youtube quickbooks 2015 tutorial](https://www.thinkplumb.com/wp-content/uploads/2019/02/Quickbooks-Blog.png)
To create an invoice in QuickBooks Desktop Pro, select “Customers| Create Invoices” from the Menu Bar.
![youtube quickbooks 2015 tutorial youtube quickbooks 2015 tutorial](https://i.ytimg.com/vi/4jdupuSZBQA/maxresdefault.jpg)
It also shows how much that customer owes for the goods or services purchased. The invoice shows the customer’s information. You create an invoice in QuickBooks Desktop Pro for customer sales for which payment will be made later. Our 10 Quickbooks Tutorials.Overview of How to Create an Invoice in QuickBooks Desktop Pro: Report Filters – Apply the same data filters to several reports, then view it all at once on the screen so you can easily see what you’re looking for.īuy QuickBooks Pro 2017 Learn How To Use QuickBooks For FREE.
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Smart Search – Searching for stored names, account numbers, and transaction amounts is made quicker with a personalized autocomplete feature.īill Tracker – A favorite from 2016-see the status of your created bills, print or close purchase orders, and more, making it easier than ever to manage payables. QuickBooks Desktop Premier 2017 – BUY QUICKBOOKS PREMIER 2017Īutomated Reports – Always know that your reports are on time and accurate based on the data provided, automatically generated and emailed to fit your schedule.