Keeping track of your cash flow and your sales is an integral part of any business. QuickBooks allows you to create detailed invoices so that you have a digitized record of all your transactions and payments. The steps to create an invoice in QuickBooks depends on the type of invoice you need to create. This blog will explain how you can create an invoice from scratch. However, if you are looking to create an invoice for a sales order or an estimate, you can call the QuickBooks helpline number and ask for assistance. QuickBooks technicians will be able to give you a step-by-step guide on how to create an invoice in QuickBooks Desktop in different ways.
Steps to Create an Invoice in QuickBooks
Creating an invoice is the first to accounting and reporting. If you are using QuickBooks to streamline the finances of your business, you can refer to the steps below to create an invoice:
Step 1: Open QuickBooks and click Customers menu from the Home screen.
Step 2: Select ‘Create Invoices’ and choose a customer or customer job.
Step 3: In case the customer or job is not on the list, select ‘Add New.’
Step 4: Enter the relevant information required and complete the form.
Step 5: Go to the detail area and select the items you want to include.
Step 6: When you select or add an item, the data is automatically populated.
Step 7: Delete or modify the invoice details as per your requirements.
Step 8: Go to the Lists menu located on the QuickBooks Home Screen.
Step 9: Select ‘Item List’ and right-click anywhere on the screen.
Step 10: Create a new list and press the Type drop-down to select Discount.
Once you create the invoice, you can enter an item name or number and a brief description of the item. You can also enter additional details such as a discount amount or percentage in the fields provided. Remember, in the cases where your discount amount varies; it will be a good idea to leave the amount or percentage field blank. You have the option of entering the amount directly on your sales forms. After you enter all the necessary details, you can click the ‘Save & Close’ option then exit QuickBooks.
Keep in mind, the steps mentioned above are valid only if you are creating the invoice from scratch. In case you want to create an invoice for a sales order, you can call the QuickBooks customer support number and ask for help. Professional software experts are available 24 hours a day to clarify any doubts you may have about using QuickBooks.