Quickbooks 2021 Tutorial for Beginners - How to Create an Invoice
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- Опубликовано: 31 окт 2020
- QBUniversity.org - In this Quickbooks 2021 tutorial for beginners on how to create an invoice, I walk through not only how to create an invoice in Quickbooks 2021 Desktop, but I also tell you when you should use an invoice and when you should use a sales receipt.
An invoice is only used in certain circumstances and you want to make sure you use them at the right time. In creating an invoice in Quickbooks 2021, I walk through, step-by-step, the fields you need to fill in and what to put in them. Be sure to create an invoice correctly in Quickbooks 2021 by following the steps in this video.
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After I fill in all the info, do I choose accounts receivable or accounts payable while Im creating the invoice?
HI SIR, THIS IS REN , PLS ADVISE HOW TO PUT PAGE # ON INVOICE , THANKS
@@rongxingren5730 Hey Ren, it would be within adjusting the template. Watch this for how to do that ruclips.net/video/6hXuGjzMCxQ/видео.html
Excellent video. Great pacing & explanations. Thanks a bunch!
Welcome!
Matt! I so glad you are here! Love the vids! May join QBU just to get a handle on this. Thank You!
Hey Tanya! Great to see you here! I hope all is well!
Thank you so much very easy to follow and informative.
You’re welcome!
First time watching, thank you .
Welcome!
Thanks for sharing your valuable experience.
You’re welcome!
If I'm entering 20~30 items into the invoice, is there a way to make it list the items by for example: alphabetical order, or by item number?
I'd appreciate any tip!
Thank you for your help
Welcome!
Thank you for this clear tutorial. It did help. My question though is can you click the 'x' icon on the upper right side to close off the transaction instead of clicking 'save and close' icon?
Yeah you can and it’ll ask you if you want to save
@@QbuniversityOrg well the reason to my question is that someone did click the 'x' icon and then it was asked if you want to record it.... but problem is that the invoice name typed, showed up in previous invoice transactions. Not sure of the reason though.
@@selenephillip8894 not sure I understand?
Would like to know how to post paid amount when posting an invoice
does it mean i receive the payment right away if we issue a sale receipt? but the form does not mention anything about the payment, like cash or cheque, which account the money is going to go? and the sale amount won't go to account receviable?
Hello thanks for the video and explanation, I just have a question on how to receive the payment. I tried adding a credit card but it wouldn't allow me to.
So you are trying to receive a payment against an invoice? Did they pay by credit card?
Is the Invoice being sent when you clicked the save & Close? I was using QuickBooks On-Line and now I am leaning Desktop so I am starting from scratch.
Nope it is not automatically sent. You have to tell it to email it
Couple questions,
Don’t know what I’ve done but my lines have disappeared on the invoices?? And how do you set up the invoice # and keep them progressing??
Lines as in the rows to add items? With the invoice number simply type in what you want it to be and it will automatically go to the next sequential number
Thanks buddy
Welcome!
Since we switched over from Desktop version, trying to figure out how to import parts from multi vendors, to an open invoice?
From desktop to Online?
How to create an invoice in quickbooks for insurance company and patient?
Can we check insurance and patient's accounts receivable separately?
Yeah you would have to create an invoice for each basically
@@QbuniversityOrg mean one invoice split into two invoices?
@@hafizejazahmad8895 it could be. Do you invoice the insurance company for the reimbursement and the patient for their portion?
Hi Team, how to see who edited entries in QuickBooks, example who edited last in sales invoice
To do this you would have to pull up the Audit Trail report under reports. This also has to be turned on in Preferences. If it is, you should be able to pull up the report and see who changed it and when
Hello how can we make a copy of the supplier invoice into a customer invoice?
Unfortunately you cannot
Can you put your custom company logo on each invoice and automatically have it on every invoice that comes up in sequence?
Yes you can. You can customize the invoices and set up your own and also change the layout in the layout designer
@@QbuniversityOrg That's awesome. Thank you.
@@sensationaldenny you’re welcome!
How do I create or add the item list?
Go to the List drop down menu and choose Item List
How do I batch print all the invoices for a month? It seems I can batch print only for each customer in turn.
You should be able to select Print Later when creating them print them all at once
How do you bill an investors item and want to mark up
You’ll have to be more specific, not sure exactly what you’re asking?
If I have registration fees and an advance monthly fee (for language courses), should I record them as a product in my invoice?
I would create a Service Item for those
I'm kinda new to Quick books. I made an error and need some help. There was a customer that paid in full and wanted another job done. I was going to put in a new invoice under the same account name and number. When we do that, we put the person's "Name: Change Orders". For some reason, I accidnetally reversed his old order that was "Paid" and now it says it's past due. How do I reverse that so it shows that he is paid in full? I asked another lady for help to reverse it and she wasn't sure either. She right clicked and there was an option to "Delete Duplicate", but we were uncertain if that was what we should click on, so we left it alone. I hope you're understanding all of this and can help. Thank you kindly
It sounds like you maybe deleted the payment?
@@QbuniversityOrg no, I didn't delete it. I accidentally reversed his statement from "paid to past due" as I was creating a new invoice for the same client.
Do you know how I can reverse it from past due to paid? Thanks
wondering if u would be willing to collab to make a . TNice tutorials would be my first and I would understand and apprehensions you may
Hello.. question, how would I go about creating an invoice for a customer that take a percentage? I have a small trucking company and I have a factory company that buys my invoice they turn around collect the money from the customer and then turn around pay us but they get a percentage on each invoice . I invoice them with all the customer and job information along with the charge, but when they cut us a checks it’s going to show a shortage on my books due to the % that charge ! How would you go about that?? Dear god I hope you can understand what I’m saying
Well it sounds like you are factoring the invoices. In this case, your invoice to the customer is the same full amount. You'll send this to the factoring company and they will pay you, for example, 60%. You would reflect this as a "Due to Factoring Company" liability. Then, when the customer pays the invoice to the factoring company, you record it as paid in full in QB. At this point I would create a Factoring bank account and deposit it to that. Then make a transfer from this bank account to the Due to Factoring company to pay off what you owe them, and also move the remainder from this bank account to a new asset account called "Due from Factoring Company." As they pay you the rest of what they owe you, you will offset this Due From account. Factoring has a lot of steps!!
Lol omg it does , so do I do all that even tho they just deduct the money from each invoice? So what happens is every week we send them all the BOL along with an invoice for the full amount then they turn around and collect the money from the customer and then they deposit the money with all the Fees and percentage Already deducted
The Factoring company pays within 24 hours regardless if they collect payment from the customer or not if that makes any sense
@@gtgigi69 yep, you have to account for every step, from their fees to the customer paying to what the factoring company owes you. It's a laborious process but if you don't you risk throwing off what they owe you
@@gtgigi69 yes they are essentially advancing you money (loaning it to you) against this invoice. This is when you record a Due to them because at that point you owe them that money. They will essentially pay this off to themselves when they collect from your customer
mine too
What?
How can I obtain the practice kit?
What practice kit? The sample QB file? That comes with the software when you buy it
What is the price of the sorfware
@@cherylannglass3945 I don’t sell the QB software. You can buy it at Intuit.com
Why do my balance come negative?
I’m not sure what you are referring to?
When I put the amount of the invoice it comes out negative number
@@jorgesuarez7668 where? On the face of the invoice?
@@QbuniversityOrg yes. When I enter the amount, the balance comes out negative. How can I fix it.?
@@jorgesuarez7668 that’s odd. Have you checked all of your input to make sure quantity or anything is not negative? Also check the Item in the Item List to see if the set up has anything negative in it
This is confusing.
What specifically is confusing for you?