Populate Invoice From Billable Item on Bill Form 8.40

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.

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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.

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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.

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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,

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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.

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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.

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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.

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