Using QuickBooks: create an invoice

USING QUICKBOOKS

QUICKBOOKS PRO 2013

Table of Contents 3. What is QuickBooks?

4. Opening QuickBooks6. QuickBooks Home7. Creating an Invoice23. Printing an Invoice29. Complete

Quickbooks •Quickbooks is an accounting software developed and marketed by Intuit

What is Quickbooks?

Opening Quickbooks

The Quickbooks logo will appear in your tool bar (at the bottom of your computer. Click it to open the software.

If it is not in your task bar you will have to access Quickbooks through the start menu.

Type: Quickbooks

Quickbook’s Home Quickbook’s home allows you to choose the activity or centre

you will be entering (or processing) to conduct your business transactions.

Create an invoice

• At HEDGES BY HARRY invoices are created to provide our clients with a copy/receipt of the work completed and our employees with a copy of the job they are to complete.

The invoice is a vital aspect to the administration position at HBH.

Select Create Invoice

Type the client’s name

If it is a new client select Add New

1) Type in the client’s name; last name, first name

2) Input client’s name; first name, last name

3) Input phone number

5) Insert the client’s address Their name will automatically appear on the first line.

4) Input client’s email

This is what it should look like when all columns have been filled out

Ensure the date is accordingly set to when the job is booked.

Change to Net15

Select the proper crew

Here you will select what type of transaction the client has purchased.

Input the hedge description

Input the quoted price

Click the next line

The HST will add in automatically

Printing an invoice

Select print

Select Invoice

Quickbooks will notify you about your change in information on the invoice. The pop-up box is asking whether you would like this information to appear next time you open the invoice. Select yes.

Select the printer

Click Print

Select Save & Close to finish printing invoices

Select Save & New to print another invoice

You have now completed the training for

QuickBooks: Creating an Invoice