QuickBooks Online 2021 populate invoice from billable item on a bill form. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice file, we’re going to be setting up an invoice which we will populate from a bill that we set up in a prior presentation making an item on it billable to look at the scenario, let’s go over to the desktop version just to take a look at the flowchart. You don’t need the desktop version here. But we’re just going to take a look at the flowchart to run down the scenario here.
Posts with the sales tax tag
Apply Customer Deposit (Credit) to Invoice 8.35
QuickBooks Online 2021 applied customer deposit or credit to an invoice. In other words, we got a pre payment from a customer in the past which we will now apply in the format of a credit to the invoice that we will create to complete the sale complete the transaction. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice file, we’re now going to be creating an invoice for a customer who made a deposit in the past. Let’s first open up our financial statements, we’re going to right click on the tab up top and duplicate it.
Record Sales Receipt & Make Deposit 8.25
QuickBooks Online 2021 record sales receipt and make deposit. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our great guitars practice problem, we’re going to be opening up our forms balance sheet and income statement by right clicking on the tab up top duplicating the tab. First, we’re going to right click on the tab again and duplicate again, then we’re going to go to the reports on the left hand side, we’re going to start off opening up the balance sheet, opening the balance sheet report range, changing it up top, we’re going to be ending this off at we’re going to say the 1231 to one, run that report, close the hamburger hold down Control, scroll up to that one to 5%. Let’s now go to the income statement.
Pay Sales Tax 8.60
QuickBooks Online 2021. pay sales tax. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice file, we’re going to be opening up a new tab to open up the trial balance, I’m going to go up top, right click on the tab up top, duplicate that tab to open up, then the trial balance, which is going to be found then on the left hand side in the reports, going to type up top to find the trusty TB trial balance typing into the find score, trial balance, trial balance.
Products & Services List Item List 1.84
QuickBooks Online 2021 products and services list or item list, let’s get into it with Intuit QuickBooks Online 2021. Here we are in the free QuickBooks Online test drive file, which you can find by typing into your favorite browser, QuickBooks Online test drive, we’re in Craig’s design and landscaping services. So we’re looking at the another item that can be classified under the category of lists. So one way to get there would be go to the cog up top. And then under the lists, here, we’re looking at the products and services. So that’s one way you can get into this particular list. fairly quick way to get into it, I think more often, or at least more often for me,
Sales Receipts Form 1.40
QuickBooks Online 2021 sales receipt form. Let’s get into it with Intuit QuickBooks Online 2021. Here we are on the Google search page, we’re going to be searching for the QuickBooks Online test drive, then we’re going to be selecting QuickBooks Online at test drive from Intuit. We are then asked if we are a robot answer, yes, but I’m an old out of date Commodore 64. So you don’t need to worry about me causing any problems. So I’m going to go ahead and check that off anyways, and say continue.
Invoices Created from Check Created from P.O. 7.45
QuickBooks Online 2021. Now, invoices created from a check, which was created from a purchase order the purchase order for the request of inventory. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice file, we’re going to make an invoice but it’s a little bit different than what we’ve seen before. In essence, we’re going to be linking the invoice all the way back to the purchase order. So we’re imagining a situation where we have a customer that customer came in that being Eric music, they requested 50 guitars 50 Epiphone, Les Paul type of guitars, we said we don’t have those on hand, but we will order them for you.
Setup Sales Tax 6.65
QuickBooks Online 2021 setup sales tax. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice file we’re going to be discussing turning on and setting up the sales tax. Before we do, let’s just recap the sales tax and how it will be working so that the setup will make more sense as we go through it. When we apply the sales tax, it’ll be on a sale.
Sales Receipt Payment Received at Point of Sale 7.30
QuickBooks Online 2021 sales receipt payment received at point of sale. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice file where we’re going to be entering some sales receipts before we do so let’s open up our financials balance sheet income statement and trial balance. So we’re gonna duplicate some tabs up top right clicking on the tab, duplicate it, going to do it again, right click on the tab duplicate one more time, right click on the tab and duplicate.
Create Invoice Sale of Inventory Item 7.20
QuickBooks Online 2021 create invoice for the sale of an inventory item. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our get great guitars practice file, we’re going to be entering an invoice. But before we do, let’s open up our reports balance sheet income statement, trial balance, and consider what will happen first, then record the invoice and then check out if what we thought was going to happen actually does happen. So we’re going to go up top, duplicate the tab, right clicking on it duplicating the tab, we’re going to do it two more times, right click Duplicate, right click Duplicate.