How to create invoice in quickbooks desktop

In this tutorial, we will see whether how we can create our first invoice in quickbooks desktop.

 

So, to write an invoice, click on “Create Invoice”, it will open the “create invoice” window and first thing need to do, is to select your customer name in the “Customer Job” field and as soon as we selected a customer it also filled the bill to address field.

Tutorial Instructions:

 

 

Anyhow, we have many invoice templates available which we can select from according to our needs by clicking on this “Template” dropdown field. Moreover, we can even create our own invoice template and can use that for our business but at this point in time, I am perfectly fine with the provided ones and since I am going to create a services invoice, I going to use “Intuit Service invoice” template,  

Now, select a service item that has been ordered by our fictional customer named Kristie, here you can see, as soon as I have selected an item, the remaining fields have been automatically filled with the default info we provided at the time of adding item list except the quantity and lets say, Kristie, ordered two different 3d bed room designs.

Well, if you want, you sure can change the rate and description according to your need. Anyhow, just change the date, add P.O Number and Payment term, moreover, you can add a friendly customer message and Memo if needed and then click on “Save & Close” if you don’t want to create more invoices and here its just letting you know that the added transaction is more then 90 days old which we know, and just click on yes and here its letting you know that you have changed the payment terms too, anyhow, just click on yes to create your invoice.

Now your first invoice has been created and Just go to the customer center and here you can see that there is a balance showing next to our fictional customer named kriestie. Moreover, we can see all the transactions here we have done with this customer, at this point in time, nothing is being shown here and that’s just because the transaction I have added is way old, just change the filters here and you will be able to see that transaction.

Now just double click on it to open it and here you can see that its saying “Past Due” and that’s just because its a way old invoice, Anyhow, you can see its preview by clicking on the “Print” dropdown option and can save it as PDF to email it to your customer later, or you can email it to your customer right away by selecting email option, and you can attach some concerned documents to this invoice too by clicking on this “attach file option” and when we go to the Chart of account, it also shows a balance under “Accounts Receivables” Accounts Receivables is actually an industry term which is used for those from whom we the business-owners have to receive the money in returns of the products and services we sold.

Anyhow, our first invoice has been created.