Understanding QuickBooks’ Home Screen’s Sales Process Icons Link
You may quickly add a shortcut icon for QuickBooks Online on your desktop. These instructions apply to all browsers, whether you’re using a Windows or a Mac computer (OS X).
In order to add a QuickBooks Online icon to your desktop:
1 Close or minimise any open windows before you can see the desktop screen.
2 As long as you can still see the desktop screen behind QuickBooks Online, your browser should be windowed. Launch the browser after that as usual.
3 Type in your QuickBooks Online login information.
4 You will notice a QuickBooks icon right next to the website’s address in the address bar. Drag it to the desktop and drop it there.
How to Use QuickBooks’ Sales Invoice Module
Depending on when you get the payment, there are two ways to enter sales transactions into QuickBooks.
If you need to postpone payment, use Invoice and Receive Payment. Think of it as a two-step transaction. You must first create an invoice to serve as proof of the sale. When your customer later pays you, you record a payment against that invoice.
Receipts from sales can help you get paid quickly.
Making a statement:
1 Choose New.
2 Choose the invoice.
3 Fill in the fields with the necessary information.
4 Select Save to send and save.
To finish a bill:
1 Select New.
2 Then select Receive Payment.
3 After selecting a customer, decide which bills you wish to close out.
4 Select the payment method and the account into which the funds will be deposited.
5 click Save and Exit after that.
If you deposit a payment through the bank deposit screen, the money won’t be associated with the invoice and will instead appear as unpaid on your reports.
Creating a Sales Receipt entails:
1 Select New.
2 Deciding on a sales receipt.
3 Choose a name for the client.
4 Click Save and Exit after entering the sales information.
By using the invoice window:
1 From the Customer menu or the QuickBooks Home screen, choose Create Invoices.
2 From the Customer: Job drop-down menu, select a customer or a customer job.
3 The window for sales orders appears.
4 The sales orders with the items you want to include in the invoice should be chosen.
5 Make the required changes to the invoice. Note: Enter a quantity in the To Invoice (Or Invoiced) box for each item in the list of goods. If you do not want to invoice any of the listed goods, enter 0 (zero) for the quantity field.
6 selecting Save & Close.
Overview Of QuickBooks’ Sales Invoice Module
Make customised, professional sales invoices that you can be happy to send out and that will get paid quickly. With online accounting, you can handle your money in one place and get paid twice as fast as with paper invoices. Use a personalised invoice or a QuickBooks invoice template to represent your brand. Change your company’s colours, VAT, payment details, and more in a matter of seconds. View an example of an invoice to understand the structure your clients will encounter.
Make your first bill
Click Send your first invoice in the Dashboard’s Invoicing section.
Pick the customer you’re charging.
You can enter the customer’s details here if you haven’t already added them to QuickBooks, or you can just click Save to add the name to your Customer List.
Select the terms for payment.
If an invoice is marked “Net 30,” for example, it signifies that the customer must make payment within 30 days of the invoice’s due date.
What You Sold in Type
If you haven’t already added this service or product, click Add. After that, the data for the product or service can be entered.
the invoice by email
If you plan to email the invoice to your client, be sure to enter her email address.
Review Your Bill
In the lower right corner of the invoice, click Print or Preview. Click Close when you’re done.
Create a Custom Bill
To alter the invoice’s appearance, click Customize at the bottom of the page, then select Edit Current.
Embrace a logo
Specify the logo file. QuickBooks matches the template’s colours to those in your logo. If you’d prefer, just pick a different colour for your logo on the image.
Make changes to the invoice template
If you prefer a different design, QuickBooks offers a wide selection of themes. To change how the invoice looks, scroll through and select a template from the list to the left of the invoice. Save your invoice after you’re done.
Configure Online Payments
Online payments allow your clients to swiftly and conveniently pay you. After clicking Get set up, complete the quick application.
Deliver Your Bill
1 When you are ready to email your invoice, click Save and Send.
2 Before sending your email, personalise it.