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Create an Invoice in QuickBooks Desktop Pro- Instructions

Overview of How to Create an Invoice in QuickBooks Desktop Pro:

            Yous create an invoice in QuickBooks Desktop Pro for customer sales for which payment volition be fabricated later. The invoice shows the customer'southward information. It also shows how much that client owes for the appurtenances or services purchased.

            To create an invoice in QuickBooks Desktop Pro, select "Customers| Create Invoices" from the Menu Bar. The specific invoice course used for the transaction can be changed. To do this, employ the "Template" drop-down in the upper-right corner of the invoice data entry form.

            Then enter customer data into the invoice. One manner to practise this is past using the "Customer:Job" drib-down and so selecting an existing customer from the Customer List. Alternatively, you tin type the customer information into the "Bill To" and "Ship To" fields in the course.

            If you select a customer from the drop-downwardly, their information automatically appears in the form. If manually inbound customer information, instead, y'all must specify additional data. This includes setting the sales terms from the "Terms" driblet-downward. You lot must also choose a sales taxation lawmaking and sales revenue enhancement rate to apply from the "Customer Tax Code" and "Taxation" driblet-downs at the bottom of the form.

            Later entering the client information, select the invoice date from the "Date" field. The "Invoice #" field automatically increments itself up to the next available invoice number.

            At the bottom of the invoice, y'all then enter each detail purchased on its own line. Practice this by selecting a choice from the "Item" cavalcade in the first bachelor row within the line detail area. The items that appear in the drop-down listing are from the Detail Listing. In QuickBooks Desktop Pro, line items are used for goods and services, as well as discounts, subtotals, and sales tax lines, among others.

A pic that shows a user entering line item information after they create an invoice in QuickBooks Desktop Pro.

            For each line item, specify the quantity and rate by using the "Qty" and "Charge per unit" fields. Alternatively, enter a total corporeality for the line particular into the "Corporeality" field. If specifying a quantity and rate, the "Amount" field then automatically calculates itself.

            To print this invoice later, ensure the "Print Afterwards" checkbox in the "Primary" tab of the Ribbon at the top of the window is checked. When finished, click the "Relieve & Close" button to salve the invoice. Alternatively, click the "Save & New" button to salve the invoice and leave the window open to go along creating invoices. Also, starting in QuickBooks Desktop Pro 2019, a "See History" link appears adjacent to the "Invoice" title inside saved invoices. Clicking this link opens a pocket-sized "Invoice History" window. The "Invoice History" window shows the history of the invoice. It includes when it was created, viewed, sent, paid and deposited.

            After creating an invoice, QuickBooks Desktop Pro places a record for the invoice into the "Accounts Receivable" account. You tin can see how much is in this account by opening the Chart of Accounts window.

Instructions on How to Create an Invoice in QuickBooks Desktop Pro:

1. To create an invoice in QuickBooks Desktop Pro, select "Customers| Create Invoices" from the Menu Bar.
2. To select the specific invoice course to utilize, make a choice from the "Template" drop-downwardly in the upper-correct corner of the invoice form.
3. Enter client information into the invoice by using the "Customer:Task" drop-down to select a customer from the "Customer List."
4. Alternatively, type the customer information into the "Pecker To" and "Ship To" fields in the form.
5. If you select a client from the drib-downwards, their data automatically appears in the form.
6. If manually inbound customer data, then specify additional information, like the sales terms to use, from the "Terms" driblet-downward. Also, select the sales tax code and sales tax charge per unit to apply from the "Customer Tax Code" and "Taxation" drop-downs at the bottom of the form.
7. Select the invoice engagement from the "Engagement" field.
8. The "Invoice #" field automatically increments itself up to the next available invoice number.
9. At the bottom of the invoice, enter each item purchased on its own line past selecting a selection from the "Particular" column in the starting time available row inside the line item area. The items shown in the drib-down are from the Item List.
10. For each line item, specify the quantity and rate by using the "Qty" and "Rate" fields.
11. Alternatively, enter a full corporeality for the line item into the "Amount" field.
12. If specifying a quantity and rate, the "Amount" automatically calculates itself.
13. If you lot want to print the invoice later, check the "Print After" checkbox in the "Main" tab of the Ribbon at the meridian of the window.
14. To relieve the invoice and close the window when finished, click the "Salvage & Close" push.
15. To relieve the invoice but leave the window open to continue creating invoices, click the "Salvage & New" push.
16. Starting in QuickBooks Desktop Pro 2019, you tin and so click the "See History" link that appears side by side to the "Invoice" title in saved invoices to open a small "Invoice History" window that shows the history of the invoice.
17. After yous create an invoice, QuickBooks places a tape for the invoice into the "Accounts Receivable" account. You tin come across the rest of this account by opening the Chart of Accounts window.

Video Lesson on How to Create an Invoice in QuickBooks Desktop Pro:

            The post-obit video lesson, titled "Creating an Invoice," shows how to create an invoice in QuickBooks Desktop Pro. This video lesson is from our complete QuickBooks tutorial, titled "Mastering QuickBooks Desktop Pro Made Piece of cake v.2022."

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