HOW TO CREATE AN INVOICE IN QUICKBOOKS

Do you do work for your clients, then invoice them later?
Learn the ins and outs of creating and sending out invoices in QuickBooks.

​1.Open an Invoice
Go to the Create (+) Menu and under Customers choose Invoice.

2.Enter the Customer
​Enter the customer you’re invoicing.

If this is a new customer, click Save. Only the customer’s name gets saved. You can go to the Customers page later to enter additional information. You MUST Enter Currency information here, you cannot change that later !
If you want to enter more information now (Such as Customers Address, email, Phone number standard terms etc. just click the [+Details] link.

3.Enter Products or Services
​Type in the products or services you provided for this customer. If this is a new product or service, click + Add and enter information for this product or service.

4.Choose an Income Amount
​In the Product or Service Information window, choose the Income Account. This is not a bank account; it is a bookkeeping account.

5.Enter the Price or Charge
​Enter the Price or Charge, then click Save and Close.
(You can also enter Standard Taxes & Descriptions on your Products at this point)

6.Enter the Terms
​Enter the Terms of this invoice. This is how long you give your customer to pay.
Entering Accurate Terms will help you with Accounts Receivable Management
(Knowing when people are late in paying you)

7.Enter Customer Email
​If you plan to email this invoice to your customer, remember to enter their Email address here.
​

8.Print Preview
If you want to see this invoice the way your customer will see it, click Print or Preview.​

If you are ready to print it, click Print.

9.Printing Invoices
​If you’re planning on printing your invoices later, click Print Later in the Print or Preview menu.​

10.Save Invoice
​You can Save and Send this invoice as soon as you finish it.​

11.Printing and Sending Saved Invoices
​If you have invoices you saved to Send Later, go to the Navigation Bar on the Homepage, and under Transactions choose Sales.

Filter them so that you only see the invoices you marked to send later.

​Go to Batch Actions and choose Print Transactions. To Email them, choose Send Transactions.

This Quickbooks Online Tutorial has been reproduced from the Intuit Canada Website directly. For More Information on Bookkeeping in Canada, QuickBooks Online or Starting up your Business

Please Contact
Richard McBride
McBride Bookkeeping