Create sales and purchase forms in QuickBooks

1. Follow this link to complete the steps in product
2. Select a customer from the dropdown list or select Add new.
3. Fill in the invoice details, including products or services, quantities, and rates.

Choose a save option:

• Save and close: Save the invoice to send later.
• Save and send: Email the invoice to your customer immediately.
• Save and share link: Get a direct link to the invoice to share.
• Save and new: Save the current invoice and start a new one.

When an invoice is voided, a record of the transaction is kept, but its value is zeroed out. Deleting an invoice removes it permanently.

1. Find and open the invoice you wish to void or delete.
2. At the bottom of the form, select More.
3. Choose either Void or Delete, then confirm your choice.

1. Select + New or + Create and choose Credit Note.
2. Select the relevant customer and enter the details for the credit.
3. Select Save and close or Save and send to email it to the customer.

1. Find and open the relevant credit note.
2. Select More at the bottom of the form.
3. Choose Void or Delete and confirm.

1. Select + New and choose Supplier Credit.
2. Select the supplier from the dropdown list.
3. Enter the date, amount, and the category or product the credit applies to. This should usually match the original expense category.
4. Select Save and close.

1. Find and open the supplier credit you need to remove.
2. Select More at the bottom of the form.
3. Select Delete and confirm.

1. Follow this link to complete the steps in product
2. Select the supplier and fill in the details of the items you are ordering.
3. Select Save and close to save it, or Save and send to email it to your supplier.

1. Find and open the relevant purchase order.
2. Select More at the bottom of the form.
3. Select Delete and confirm.

You can create a single statement or multiple statements at once.

1. Select + New or + Create.
2. Select Statement.
3. From the Create Statements screen, choose the statement type (Balance Forward, Open Item, or Transaction Statement) and the date range.
4. Review the recipient list. You can select individual customers or all of them.
5. Select Save and send to email the statements. You can also choose Print or Preview.

You can duplicate an existing invoice, credit note, or purchase order to save time.

1. Find and open the form you wish to copy.
2. Select More at the bottom of the screen.
3. Choose Copy. A new form with the duplicated details will be created, which you can then edit and save.

Change the look and feel of your sales forms to match your brand.

1. Go to Settings ⚙ and select Custom Form Styles.
2. You can edit the Standard style or select New style to create a new template for invoices, estimates, or sales receipts.
3. In the customisation screen, you can:
   • Choose a template and colour scheme.
   • Add or update your company logo.
   • Customise the content in the header, body, and footer.
4. Select Done to save your changes.

Track all changes made to a transaction, including who made them and when.

1. Find and open any transaction (e.g., an invoice or supplier credit).
2. At the bottom of the screen, select More.
3. Choose Audit History to view a complete log of every action related to that form.