using quickbooks: create an invoice
DESCRIPTION
Hedge By Harry [administrative training]TRANSCRIPT
Table of Contents 3. What is QuickBooks?
4. Opening QuickBooks6. QuickBooks Home7. Creating an Invoice23. Printing an Invoice29. Complete
Quickbooks •Quickbooks is an accounting software developed and marketed by Intuit
What is Quickbooks?
Opening Quickbooks
The Quickbooks logo will appear in your tool bar (at the bottom of your computer. Click it to open the software.
If it is not in your task bar you will have to access Quickbooks through the start menu.
Type: Quickbooks
Quickbook’s Home Quickbook’s home allows you to choose the activity or centre
you will be entering (or processing) to conduct your business transactions.
Create an invoice
• At HEDGES BY HARRY invoices are created to provide our clients with a copy/receipt of the work completed and our employees with a copy of the job they are to complete.
The invoice is a vital aspect to the administration position at HBH.
1) Type in the client’s name; last name, first name
2) Input client’s name; first name, last name
3) Input phone number
5) Insert the client’s address Their name will automatically appear on the first line.
4) Input client’s email
Quickbooks will notify you about your change in information on the invoice. The pop-up box is asking whether you would like this information to appear next time you open the invoice. Select yes.