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Mastering QuickBooks 2024

You're reading from   Mastering QuickBooks 2024 Bookkeeping with US QuickBooks Online for small businesses

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Product type Paperback
Published in Dec 2023
Publisher Packt
ISBN-13 9781835469958
Length 570 pages
Edition 5th Edition
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Author (1):
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Crystalynn Shelton Crystalynn Shelton
Author Profile Icon Crystalynn Shelton
Crystalynn Shelton
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Table of Contents (27) Chapters Close

Preface 1. Section 1: Setting Up Your Company File FREE CHAPTER
2. Getting Started with QuickBooks Online 3. Company File Setup 4. Migrating to QuickBooks Online 5. Customizing QuickBooks for Your Business 6. Managing Customer, Vendor, and Products and Services Lists 7. Section 2: Recording Transactions in QuickBooks Online
8. Managing Sales Tax 9. Recording Sales Transactions in QuickBooks Online 10. Recording Expenses in QuickBooks Online 11. Reconciling Uploaded Bank and Credit Card Transactions 12. Section 3: Generating Reports in QuickBooks Online
13. Reports Center Overview 14. Business Overview and Cash Flow Reports 15. Customer Sales Reports in QuickBooks Online 16. Vendor and Expenses Reports 17. Section 4: Managing Employees and Contractors
18. Managing Employees and 1099 Contractors in QuickBooks Online 19. Section 5: Closing the Books and Handling Special Transactions
20. Closing the Books in QuickBooks Online 21. Handling Special Transactions in QuickBooks Online 22. QuickBooks Online Advanced 23. Shortcuts and Test Drive 24. Intuit QuickBooks Online Certified User Exam Objectives
25. Other Books You May Enjoy
26. Index

Creating an invoice that includes sales tax

After completing the setup for sales tax, you are ready to create invoices and sales receipts with sales tax. In this section, we will create an invoice and show you how to include sales tax.

Perform the following steps to create an invoice with sales tax:

  1. From the left menu bar, click on Sales and then select Invoices, as indicated in Figure 6.10:
A screenshot of a computer  Description automatically generated

Figure 6.10: Navigating to Invoices

  1. Click the Create invoice button, as indicated in Figure 6.11:
A picture containing graphical user interface  Description automatically generated

Figure 6.11: Creating an invoice

  1. A blank invoice template will appear. Complete the fields as follows:
A screenshot of a computer  Description automatically generated

Figure 6.12: Invoice template

  1. There are six key areas within the invoice template:
    • Invoice view (1): There are four different views for the invoice template. The default mode is Edit, which is the mode you want to be in when making changes to the invoice; Email view is the view that your customers...
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