Customer invoices

SiloSean · ‎February 21, 2019

I have taken up QuickBooks Online to comply the HMRC requires for MTD, purely because my current accounts program is not able to send the information. I do not want to change the way we raise and issue invoices, I only want to record them on an accounts package. Is it possible to record an invoice on QuickBooks without having the create an invoice in it? I get the impression that the system is very inflexible and quite frankly very long winded.

We are steel fabricators, thus we contract for jobs, usually on a fixed price. Hence, we are not selling specific items, not generally selling labour by the hour and the description of the work can take several line of an invoice with one line showing the cost.

Any suggestions would be gratefully received.

TaliaI · ‎February 21, 2019

Hello SiloSean,

Welcome to the Community, thank you for your question!

You can create invoices without sending them, or you can use a Sales Receipt to record income. You could create a service which you can set up with a fixed price, and use the description field to describe the work in both an Invoice or Sales Receipt.

Please let us know if you have any further questions.

Thank you,

Talia

SiloSean · ‎February 21, 2019

Thanks for the reply.

I will give it a try.

TaliaI · ‎February 21, 2019

Hello SiloSean,

You're welcome, just let us know if there's anything you're struggling with when you give it a go.

Thanks,

Talia

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