Quickbooks How to Create an Invoice

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  • เผยแพร่เมื่อ 17 ก.ย. 2024
  • www.QBUniversity.org - Quickbooks how to create an invoice reveals when to use an invoice and how to create an invoice in Quickbooks Desktop.
    There are a lot of variations when setting up an invoice in Quickbooks, and this video will show you the best and quickest way to create an invoice in Quickbooks. Many of the common features are unknown to most people, but if you need to record sales and create an invoice, this video will show you the right way to do it.
    Learn these basics and be sure you create an invoice in Quickbooks the right way, every time.
    Discover more at www.QBUniversity.org

ความคิดเห็น • 37

  • @QbuniversityOrg
    @QbuniversityOrg  ปีที่แล้ว +2

    www.QBUniversity.org - feel free to leave a comment or question here!

  • @georgem8343
    @georgem8343 7 หลายเดือนก่อน +1

    thank you for the quick response

  • @amalabbas1459
    @amalabbas1459 ปีที่แล้ว +3

    It's. Very useful thanks

  • @jiiikky
    @jiiikky ปีที่แล้ว +2

    Thank you!

  • @michelecummings369
    @michelecummings369 2 หลายเดือนก่อน

    When printing out an invoice that is 4 pages long, the total/payment/credits/balance prints on all sheets, can this be changed to only print on the last page?

  • @KaylaLuliana
    @KaylaLuliana 7 หลายเดือนก่อน +1

    So when you hit save & close or save & new does the invoice get emailled to the customer or do you have to use the email function at the top?

    • @QbuniversityOrg
      @QbuniversityOrg  7 หลายเดือนก่อน

      You would still have to email it

  • @vickijd22
    @vickijd22 ปีที่แล้ว +3

    A mistake that I made when we had our construction business was that I made up invoices so the customers knew what they would be charged, but not necessarily did we get that job or finish said job. Unfortunately when we had our taxes done they took all that as income because it went directly to Accounts Receivable!

    • @QbuniversityOrg
      @QbuniversityOrg  ปีที่แล้ว

      Ugh! Hopefully you got it fixed!!

    • @vickijd22
      @vickijd22 ปีที่แล้ว +1

      @@QbuniversityOrg never did get it fixed...bc my husband died & there were too many unanswerable questions re that business! I got stuck with a very large bill! 😭

    • @QbuniversityOrg
      @QbuniversityOrg  ปีที่แล้ว +1

      @@vickijd22 oh my gosh I’m so sorry to hear that!

  • @georgem8343
    @georgem8343 7 หลายเดือนก่อน +1

    Quick question for you I have QuickBooks desktop enterprise. How do I assign different invoice numbers to different clients so for instance, I have a client that I’m already in the 5000 invoice numbers and I need to assign a new client and I wanted to start at 01 invoice number am I able to do that? and how can I get the system to recognize instead of assigning this the next sequence of invoice number?

    • @QbuniversityOrg
      @QbuniversityOrg  7 หลายเดือนก่อน

      I’m not aware of a way you can do that. It’ll just use the next sequential number

  • @carlosmendez4474
    @carlosmendez4474 ปีที่แล้ว +2

    How do you record a cash invoice. Or immediate sale with cash

  • @PamelaDonnell
    @PamelaDonnell 8 หลายเดือนก่อน +1

    I need to know how to set up my invoice numbers so they will be next sequence when I start mt new year. I work offline

    • @QbuniversityOrg
      @QbuniversityOrg  8 หลายเดือนก่อน

      Just type in the starting invoice number on the first invoice of the year and it should sequence

  • @bobpatel5836
    @bobpatel5836 ปีที่แล้ว +1

    If we saved an invoice and forgot to print it, how do I get to the saved invoice and print it again

  • @YadiraSalinas-b7t
    @YadiraSalinas-b7t 2 หลายเดือนก่อน +1

    Hello, how do you export the invoice to excel ?

    • @QbuniversityOrg
      @QbuniversityOrg  2 หลายเดือนก่อน

      Good question. I don’t believe you can do that

  • @AnicropTechnicalSolutions
    @AnicropTechnicalSolutions 8 หลายเดือนก่อน

    how do l add a field for company Business number on company information when preparing VAT template

  • @moonflower_cafe
    @moonflower_cafe ปีที่แล้ว +3

    Can you still create an invoice even if the payment has already been received?? Because I forgot to create and send the invoice but the client made the payment even without getting invoiced. Thank you

    • @QbuniversityOrg
      @QbuniversityOrg  ปีที่แล้ว +1

      You can but then you would need to go back and apply the payment to the newly created invoice

    • @moonflower_cafe
      @moonflower_cafe ปีที่แล้ว +1

      @@QbuniversityOrg thank you!! I shall do that

    • @QbuniversityOrg
      @QbuniversityOrg  ปีที่แล้ว

      @@moonflower_cafe you’re welcome!

  • @michaeldansodarkwah3436
    @michaeldansodarkwah3436 8 หลายเดือนก่อน

    How do i get the customer previous balances on their new invoice

  • @brooksembry5911
    @brooksembry5911 ปีที่แล้ว

    How do I add cost of the item to my invoice? It’s on the face of my invoice, but it won’t let me type anything into it. Right now I have quantity, price each, and amount but I’d like to put cost on my invoices to help show me profit margins. They wouldn’t appear on the actual invoice, just for me to see.

  • @MaryAnn-b6h
    @MaryAnn-b6h 10 หลายเดือนก่อน +1

    How do I get income items to show up in the item column?

    • @QbuniversityOrg
      @QbuniversityOrg  10 หลายเดือนก่อน

      Click the drop down and choose the Item from the Item List

  • @bcarroll94bcarroll94
    @bcarroll94bcarroll94 5 หลายเดือนก่อน

    I want to create an invoice for one customer with multiple line items, but each item will be from another account. QB Pro only lets me assign one account per invoice. Is there a work around? When I get the the 3rd step of making the deposit, the total is lumped together and I have to break each out.

  • @bigrayray86
    @bigrayray86 6 หลายเดือนก่อน +1

    How do you add your own abn to invoices

  • @DmytroFeshchenko-i2m
    @DmytroFeshchenko-i2m ปีที่แล้ว +2

    good