Skip to Main Content
QuickBooks 2014: The Missing Manual
book

QuickBooks 2014: The Missing Manual

by Bonnie Biafore
October 2013
Intermediate to advanced content levelIntermediate to advanced
808 pages
27h 8m
English
O'Reilly Media, Inc.
Content preview from QuickBooks 2014: The Missing Manual

Chapter 10. Invoicing

Telling your customers how much they owe you and how soon they need to pay is an important step in accounting. After all, if money isn’t flowing into your organization from outside sources, eventually you’ll close up shop and close your QuickBooks company file for the last time.

Although businesses use several different sales forms to bill customers, the invoice is the most popular, and, unsurprisingly, customer billing is often called invoicing. This chapter begins by explaining the differences between invoices, statements, and sales receipts—each of which is a way of billing customers in QuickBooks—and when each is most appropriate.

After that, you’ll learn how to fill in invoice forms in QuickBooks, whether you’re invoicing for services, products, or both. If you send invoices for the same items to many of your customers (and don’t use the program’s multiple currencies feature), QuickBooks’ batch invoice feature can help: You select the customers, add the items you want on the invoices, and the program creates all the invoices for you. If you track billable hours and reimbursable expenses with QuickBooks, you can also have the program chuck those charges into the invoices you create.

Finally, you’ll find out how to handle a few special billing situations, like creating invoices when products you sell are on backorder. You’ll also learn how to create estimates for jobs and then use them to generate invoices as you perform the work. And, since you occasionally ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Start your free trial

You might also like

QuickBooks 2009 on Demand

QuickBooks 2009 on Demand

CPA Gail Perry, Laura Madeira
QuickBooks® 2014 on Demand

QuickBooks® 2014 on Demand

Michelle L. Long, Gail Perry

Publisher Resources

ISBN: 9781449341749Supplemental ContentErrata Page