How to create an invoice in QuickBooks

The QuickBooks QuickBooks has some useful settings to help you keep track of your sales. Let’s go over the options and settings you can decide what QuickBooks tracks when you record a sale, turn on time-saving features like automated late fees for unpaid invoices and customize your messages to customers. To get started, go to Settings and select account and settings. Then sales. These are your sales settings. Start by customizing your sales forms so you know how they look when customers get them. also more information on how to print w2 in QuickBooks.

This is a bit involved so we cover this in more detail in a separate video that you can find at the end of this video. Let’s move on to the sales form content section, select the checkboxes to start tracking additional info when recording a sale.

For example

If you charge customers for shipping or track shipping addresses, check the shipping box. Not all businesses need to track this info so they’re not on by default. Make sure you’re tracking everything you need to get the most out of your sales data. If you always give all of your customers the same number of days to pay their invoices, enter it in the preferred invoice terms field. And if you always want your sales to be printed or emailed in a batch after recording them choose that option in the preferred delivery method section QuickBooks will remember these as your default settings so you don’t have to. In the Products and Services section, you choose how to track the things you sell or services you provide. Nearly every business tracks specific products or services on sales forms. If you need to keep track of specific information like a stock keeping unit, select the show skew column checkbox.

If you keep an inventory of products and track quantities in QuickBooks, check the last box. This feature is only in QuickBooks Online Plus and advanced, you can skip this. If you only sell services. Here’s a unique feature in QuickBooks price rules lets you set up automatic price changes based on the date of the sale or type of customer you’re charging late fees help you to automatically charge customers, if they pay invoices late to you to create estimates for customers and then charge them multiple times as the work is completed on the job. Make sure you turn on the progress invoicing feature.

You could also personalize your communications with customers use the messages section to customize your emails to customers. Also, if you’d like to receive a copy of the messages you send to customers, check this box.

The email QuickBooks

You can also change the email QuickBooks sends to customers to remind them of unpaid balances delivery options lets you choose how much detail to include on emailed invoices and sales receipts and whether or not you include a PDF record of the sale in your emails. Last, if you send statements to your customers, you can choose whether or not to list each product and service they’ve been charged for, and whether or not to include how overdue they’re on all the invoices. Now you’re ready to set up your own sales settings.

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