In this comprehensive tutorial, we guide you through the essential steps for creating an invoice, adding a service product, editing the invoice template, and viewing the print layout in QuickBooks Desktop. Whether you’re a small business owner or a QuickBooks beginner, this video will help you streamline your invoicing process and customize templates to match your business branding.
In this video, you will learn:
How to Create an Invoice:
Navigate to the 'Customers' menu in QuickBooks Desktop.
Select 'Create Invoices' from the dropdown.
Choose the customer from the list or add a new customer.
Fill in the required details, such as date, invoice number, and terms.
How to Add a Service Product:
Under the 'Item' field in the invoice, click 'Add New' to create a new service product.
Select 'Service' as the item type and enter the name, description, and rate for the service.
Save the new service item, which will now appear in the invoice.
How to Edit the Invoice Template:
Go to the 'Lists' menu and select 'Templates.'
Choose the invoice template you want to edit.
Click 'Edit Template' to make changes to the layout, logo, colors, fonts, and fields.
Customize it to match your brand, and don’t forget to save your changes.
How to View the Print Layout of the Template:
Once you’ve customized the invoice, preview the print layout by selecting the 'Print Preview' option.
Review how the invoice will appear when printed or sent to customers.
Make adjustments if needed to ensure it looks professional.
By following these steps, you’ll be able to create professional invoices that reflect your business branding, making your invoicing process more efficient and customer-friendly.
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Tags:
QuickBooks Desktop Invoice Creation
Add Service Product QuickBooks
Customize Invoice Template QuickBooks Desktop
Invoice Layout QuickBooks Desktop
QuickBooks Invoicing Guide
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Small Business Accounting QuickBooks
QuickBooks Desktop Tips