Invoices

Felicana · ‎August 25, 2023

my problem is i don't used my QB to do invoicing for so many years 12 yrs because i don't know how.

I know how to do use the templates but stucked on adding Item Lists under Lists.

attached is what i used excel to do for the past 12 yrs.

Job

Description

Unit

Unit Rate

Amount

Subtotal

Less: Discount 7% (Only certain customers)

Total amount

On QB under New Item -- Type (there is Service, Non-inventory part,Fixed Assets, Other Charges, Subtotal, Group, Discount, Payment)

This list will pop out so what Type should i choose based (For ex. Service --Item Name/Number (1)

what do you mean by subitem of

Rate, Tax Code that i know but account

Description I know what to write

your help is greatly needed.

Thank you

Trish_T · ‎August 28, 2023

Hi Felicana,

Thanks for reaching out to us here. Welcome! QuickBooks is a powerful program with the extensive features you need, to accomplish your daily bookkeeping goals with confidence. It's important that you're able to enter inventory and set default accounts, to save valuable time when creating transactions.

Based on the information you've provided, I suggest speaking with an accounting professional. They'll be able to provide their expertise and best course of action for selecting associated accounts, to ensure a positive outcome on your books. If you don't have an accountant, we can help you locate a ProAdvisor in your local area.

Here are a couple of helpful articles for your reference;

Work with the chart of accounts in QuickBooks Desktop

Add, edit and delete items in QuickBooks Desktop

Feel free to reach back out with any other questions. We'd be happy to help!

View solution in original post

Fiat Lux - ASIA · ‎August 25, 2023

You are selling 2 items, correct? Do you always pick up items from inventory or backorder?

Felicana · ‎August 25, 2023

Hello Fiat, thank you for replying and reaching out to the nearly gave up Mr.

I am sub contractor under a main con . Most of the item the job scope. Not selling anything. The job scope will change from time to time. We bill our client base on the Purchase order given by them.

We also don't keep stock nor stock take. Simple company

Fiat Lux - ASIA · ‎August 25, 2023

You can register the item as Non-Inventory .

Felicana · ‎August 25, 2023

Sorry for not replying to you soonest. Thank you for your response

Type - Non Inventory

Item Name/Number, Price & Tax code - this one I know

Subitem of ....if i don't have any I don't have to tick, correct?

Account...this is the one i am confuse

2. the main cont also gave us a discount allowed of 7%

Type - Discount

Account...this is the one i am confuse

The transaction will like this

Dr Customer Cr. Contract income Cr. Discount Allowed

Trish_T · ‎August 28, 2023

Hi Felicana,

Thanks for reaching out to us here. Welcome! QuickBooks is a powerful program with the extensive features you need, to accomplish your daily bookkeeping goals with confidence. It's important that you're able to enter inventory and set default accounts, to save valuable time when creating transactions.

Based on the information you've provided, I suggest speaking with an accounting professional. They'll be able to provide their expertise and best course of action for selecting associated accounts, to ensure a positive outcome on your books. If you don't have an accountant, we can help you locate a ProAdvisor in your local area.

Here are a couple of helpful articles for your reference;

Work with the chart of accounts in QuickBooks Desktop

Add, edit and delete items in QuickBooks Desktop

Feel free to reach back out with any other questions. We'd be happy to help!

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