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The items that appear in the drop-down list are from the Item List. Do this by selecting a choice from the “Item” column in the first available row within the line item area. The “Invoice #” field automatically increments itself up to the next available invoice number.Īt the bottom of the invoice, you then enter each item purchased on its own line.

#Quickbooks tutorial youtube code#

You must also choose a sales tax code and sales tax rate to apply from the “Customer Tax Code” and “Tax” drop-downs at the bottom of the form.Īfter entering the customer information, select the invoice date from the “Date” field. This includes setting the sales terms from the “Terms” drop-down. If manually entering customer data, instead, you must specify additional information. If you select a customer from the drop-down, their information automatically appears in the form. Alternatively, you can type the customer information into the “Bill To” and “Ship To” fields in the form.

One way to do this is by using the “Customer:Job” drop-down and then selecting an existing customer from the Customer List.

Then enter customer information into the invoice. To do this, use the “Template” drop-down in the upper-right corner of the invoice data entry form. The specific invoice form used for the transaction can be changed. To create an invoice in QuickBooks Desktop Pro, select “Customers| Create Invoices” from the Menu Bar. It also shows how much that customer owes for the goods or services purchased. The invoice shows the customer’s information.

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You create an invoice in QuickBooks Desktop Pro for customer sales for which payment will be made later.

#Quickbooks tutorial youtube how to#

Overview of How to Create an Invoice in QuickBooks Desktop Pro: QuickBooks Desktop (PC/Windows) 2022-2015.

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Mac OS Ventura-Mojave Keyboard Shortcuts.Novera delivers an integrated credit card payments for QuickBooks® called InstantAccept® that allows users to automatically have credit/debit card payments made on invoices post into their QuickBooks® accounting software. The value lies in both our solutions and our pricing model. Novera delivers a unique combination of value, integrity and price transparency that is unparalleled throughout the payment processing industry. Novera Payment Solutions is a provider of credit and debit card payment services for businesses across America, transparently guiding business owners through the complicated world of credit & debit card acceptance.

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Their YouTube video features tutorials on popular software programs such as QuickBooks.Ĭheck out their video on Making Journal Entries in QuickBooks: TeachUComp has been teaching people all over the world how to use software. Michelle is an advanced certified Quickbooks ProAdvisor and author of several books including “Successful QuickBooks Consulting.” Her YouTube channel features many QuickBooks tutorials.Ĭheck out her video on the key difference between QuickBooks Pro and QuickBooks Online: Their YouTube videos are a small subset of the hundreds of online video tutorials available at AQB.com. AQB offers QuickBooks consulting services and Online QuickBooks training videos. If you're new to a specific software application such as QuickBooks, or want to enhance your skills, they can definitely help you learn.īe sure to check out their video on Working with the Chart of Accounts in QuickBooksĪQB is one of the country's top QuickBooks Consulting Firms and Intuit Premier Reseller of the Year. They have hundreds of detailed training videos to help you start learning now. is the YouTube software training hub to help you learn critical software training skills. Their YouTube Channel features tons of great QuickBooks tutorials from how to setup a consumer job to dealing with reconciliation problems.īe sure to check out their video on QuickBooks budgeting: Mega Niche University was formed to cover areas from Internet Marketing, Network Marketing, Social Media, Business Development, Self Development, Training and more. YouTube offers some terrific free tutorials, so we thought we would share some of our favorites. As user-friendly as QuickBooks is, there’s still the issue of learning how to use it effectively for your business. Business accounting can be challenging, but QuickBooks is one solution many businesses use to make it easier.