QuickBooks: How to Create and Customize Invoices
Your type of business will determine what kind of invoice you will use in QuickBooks. There are a variety of invoice templates to choose from; such as Service, Attorney, Product, and Professional. You also have the option of customizing the Intuit templates by formatting your own specifications. To do so, go to the Customer main menu and choose “Create an Invoice,” then select a base template, and finally click on “Formatting.” There are a variety of customizations that can be done by moving, adding, or deleting fields. There also is the option of changing the font size and type. There is total freedom in deciding what works best for both you and your clients. In addition to customizing your invoices, there is also the option to download different invoice templates from QuickBooks support services.
However, before you can actually create an invoice for your customers, you will need to build an “Item List” for products, services, time, and expenses that will be billed to your customers. If you are selling products, each one needs to be listed with the selling price and the general ledger account that it will post to; for example “Sales.”
In some cases, your vendors may have a file that you can import to populate the item list. This is very convenient when there is a voluminous amount of items to be entered, so it always good to check with your vendors first to see if they have a file you can import. If you cannot get a file from your vendor, then you will have to enter the items into QuickBooks manually. To do so, click “Lists” on the main menu and a new window will appear. Then click on “Item” and then “New.” In the “New Item” window, fill in the appropriate information including Name, Description, Sales Price, and the General Ledger account to which the sale will post.
After you have created the item list and customized the invoice, you can start to bill for your services.
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