Creating an invoice in QuickBooks Desktop is an essential task for maintaining accurate business records and ensuring you get paid on time. Below is a step-by-step guide on How to Create an Invoice in QuickBooks Desktop (https://www.dancingnumbers.com/create-an-invoice-in-quickbooks-desktop/).
Steps to Create an Invoice in QuickBooks Desktop
1. Launch QuickBooks Desktop
To begin, open QuickBooks Desktop. Make sure your company file is loaded, and you're logged in with the appropriate user permissions. Without proper access, you won't be able to create or manage invoices.
2. Navigate to the Invoice Section
From the main dashboard, go to the Customers menu. Click on Create Invoices to start the process. This will take you to the invoice creation screen, where you'll be able to input all necessary details.
3. Select the Customer
In the invoice creation window, there’s a drop-down menu labeled Customer: Job. Select the customer for whom you are creating the invoice. If the customer is not listed, you can add them by choosing Add New from the drop-down.
4. Set the Invoice Date
Ensure the date is accurate. The date is crucial for your accounting and for tracking when the invoice was issued. QuickBooks will automatically insert the current date, but you can modify it if needed.
5. Fill in the Items or Services
Under the Item column, choose the products or services you're billing for. If you’re invoicing for a service, ensure you’ve added it to your product/service list beforehand. Enter the quantity and rate, and QuickBooks will calculate the total automatically.
6. Apply Terms and Due Date
Next, specify the payment terms. These terms define when payment is due. Common terms include Net 15, Net 30, or Due on Receipt. QuickBooks will automatically set the due date based on the terms selected, but you can adjust this manually if required.
7. Add Any Additional Information
If needed, you can add more details to the invoice, such as Customer Message, Memo, or attach supporting documents. This additional information helps clarify the billing process for your client.
8. Review the Invoice
Before saving, review the invoice for any errors or missing information. Make sure all amounts, customer details, and dates are correct.
9. Save or Print the Invoice
Once you’ve confirmed all the details are accurate, you can either save the invoice or print it. QuickBooks allows you to email the invoice directly from the software, or you can save it as a PDF to share it through other channels.
10. Record Payment
When the customer makes a payment, return to QuickBooks Desktop and go to the Customers section. Select Receive Payments, enter the payment details, and apply it to the relevant invoice. QuickBooks will then mark the invoice as paid.
Conclusion
Creating invoices in QuickBooks Desktop is a straightforward process that ensures you maintain accurate financial records and get paid on time. By following these steps, you’ll be able to manage your invoicing efficiently and streamline your business operations.
Ref: https://velog.io/@dancingnumbers/How-to-Create-an-Invoice-in-QuickBooks-Desktop
