Entering invoices in QuickBooks Online is a straightforward process that can greatly enhance the accuracy and efficiency of your bookkeeping practices. Here’s a step-by-step guide to help you get started:
First, log into your QuickBooks Online account. On the Dashboard, locate and click on the “+ New” button, which can be found on the upper left side of the interface. This will open a drop-down menu where you should select “Invoice” under the ‘Customers’ column. This action will direct you to the Invoice creation screen.
Next, select the customer you are invoicing from the dropdown menu. If the customer is not yet listed in your QuickBooks, you can add a new customer by selecting “Add new” at the top of the dropdown menu. You will need to provide details such as name, email address, and billing address.
After selecting or adding your customer, enter the date of the invoice and the due date. These dates help in tracking how timely payments are made and in managing your cash flow effectively. Below the dates, you can add the products or services for which the customer is being invoiced. If the product or service is not previously listed in your inventory, you can add it by selecting “Add new” in the product/service dropdown menu.
Each item added to the invoice can be adjusted for quantity, rate, and tax. QuickBooks Online automatically calculates the total amount based on these inputs. It’s essential to review these details to ensure accuracy in your invoicing.
Optionally, you can customize your invoice by adding a discount, deposit request, or a personalized message to the customer in the designated text boxes at the bottom of the invoice page. These options can help in managing special pricing agreements and enhancing customer relations.
Finally, before sending the invoice, use the “Preview” button to review the invoice as it will appear to the customer. This is crucial to catch any errors or necessary adjustments. Once you’re satisfied with the invoice, you can choose to “Save and send” the invoice directly to the customer’s email from QuickBooks Online or “Save and close” to deal with the invoice later.
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