Look for the payment with the matching invoice number, check the box on the far left hand to mark it as paid, fill out the correct check number, and then click save and close. In this example, that was “Sample Customer.” Once we do that, all of that customer’s payments will populate in the box occupying the lower second half of the screen. So the first thing we do is type in our customer name in the proper dialog box. To do this, navigate to the home screen and click “Receive Payments.” On the next screen, we will be prompted for some inputs that will allow QuickBooks to track the payment accurately. Now that our invoice is in the system, we’re going to mark the money as received. Enter “1” for the quantity, “99” for the price, and select the drop-down box item “taxable.” Finally, we click save and close, which will create the invoice record. Select the item “Blueprints.” At this point, the description should be auto-populated, and we’ll be left to fill out the quantity, the unit price, and select whether or not the item is taxable. Now, we navigate to the line items and begin filling out the information about what we’ve hypothetically sold to the sample customer. For this tutorial, we’ll be using Sample Customer. After we click that button, we’ll need to select the customer from the drop-down list. We first navigate to our home screen, locate the button titled “Create Invoices,” and then click it to bring us to our next screen. Step 1) Create an InvoiceĬreating an invoice is straight forward in QuickBooks Desktop. In this example, we’re going to use QuickBooks Desktop 20017 to create an invoice, create a credit memo, and then refund that credit memo. Have you ever needed to issue a refund to a customer in QuickBooks Desktop?
0 Comments
Leave a Reply. |