How To Create An Invoice Using Quickbooks Desktop

How To Create An Invoice Using Quickbooks Desktop

Overview

Invoicing is the lifeblood of any business. It's how you get paid for your hard work, maintain cash flow, and build professional client relationships. In this article, you will learn how to create an invoice in QuickBooks step by step. Setting up your client details, adding payment details, and sending the invoice directly to your customer will cover everything you need to streamline your billing process.

Step-by-step process

Step 1: Create a New Customer

  1. Navigate to the Customer Center and select "New Customer & Jobs" to create a new client.
  2. Fill in the necessary customer details.

Step 2: Enter Additional Information

  1. Go to the "Additional Info" section.
  2. Enter the TIN (Tax Identification Number) and VAT Number for the customer.

Step 3: Set Up Items and Services

  1. For every charge you make, create a list of items or services.
  2. Go to "Item New" and select "Custom Fields" to include the appropriate HS Codes.

Step 4: Return to the Home Page

  1. Click on the Home Icon to go back to the main dashboard.

Step 5: Create a New Invoice

  1. From the Home Page, navigate to "Create Invoices" and create a new invoice



Step 6: Fill Out Invoice Details

  1. Enter the customer’s name, the sale date, the items or services provided, and any other required information



Step 7: Save and Close the Invoice

  1. After completing the invoice, save and close it. The invoice will be fiscalized automatically.



Step 8: Check your Fiscal Harmony Application

  1. Click on your Fiscal Harmony application, and you will see the fiscalised invoice number highlight "Success".

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