ALACDA
Level 1
‎February 21, 2023 02:16 PM

Creating a simple invoice for clients Qb Desktop.

Is there a way to create a simple invoice for clients within Quickbooks Desktop?  We work in the construction industry.  We use QuickBooks Time and inventory function to keep track of job costs.  When a project is complete a QuickBooks invoice is generally several pages long; detailing all labor and material.  However, when it comes time to actually send an invoice to customers, I create a separate invoice outside of Quickbooks that lumps labor and material into one line item.  Is there a way to do this in QuickBooks?  

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Kurt_M
QuickBooks Team
QuickBooks Team
‎February 21, 2023 03:45 PM

Payments

Thanks for visiting the Community space today, @ALACDA.

 

I can see how learning this feature inside QuickBooks Desktop can help you accomplish your invoicing tasks in your company. In QBDT, you can only create an invoice where you can add both items and services but in separate line items. That said, the option to compress labor and material into one line item is unavailable. 

 

If you still want this feature in the program, I'll gladly input the process to help you send a feature request to our Product Development Team. To get you started, these are the simple steps:

 

  1. Access your QuickBooks Desktop company.
  2. Go to the Help menu.
  3. Select Send Feedback Online, and then choose Product Suggestion.
  4. Enter a brief description of your feature suggestion.
  5. Input your name and e-mail address.
  6. Once you're ready, gently click the Send Feedback button below.

 

To add up, here's an article to help you manage invoice payments inside your company: Take and process payments in QuickBooks Desktop.

 

Also, if you got time to spare, you can visit this page to ensure your data is accurate: Use and customize form templates.

 

I'll be more than happy to help you if you have queries or need help performing specific tasks related to QuickBooks. Please feel free to post here again. Take care, and have a nice day!

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