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Mastering QuickBooks 2025

You're reading from   Mastering QuickBooks 2025 Bookkeeping for small businesses with US QuickBooks Online

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Product type Paperback
Published in Dec 2024
Publisher Packt
ISBN-13 9781836649977
Length
Edition 6th Edition
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Toc

Table of Contents (20) Chapters Close

Preface 1. Part 1: Setting Up Your Company File
2. Getting Started with QuickBooks Online FREE CHAPTER 3. Company File Setup 4. Customizing QuickBooks for Your Business 5. Managing Customer, Vendor, and Products and Services Lists 6. Part 2: Recording Transactions in QuickBooks Online
7. Managing Sales Tax 8. Recording Sales Transactions in QuickBooks Online 9. Recording Expenses in QuickBooks Online 10. Part 3: Managing Employees and Contractors
11. Managing Employees and 1099 Contractors in QuickBooks Online 12. Part 4: Closing the Books and Handling Special Transactions
13. Closing the Books in QuickBooks Online 14. Handling Special Transactions in QuickBooks Online 15. Part 5: Integrating E-Commerce Platforms and Advanced Inventory Management
16. Integrating E-Commerce Platforms with QuickBooks Online 17. Advanced Inventory Management 18. Part 6: Online Bonus Content
19. 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:

  1. From the left menu bar, click on Sales and then select Invoices, as indicated in Figure 5.10:

Figure 5.10: Navigating to Invoices

  1. Click the Create invoice button, as indicated in Figure 5.11:

Figure 5.11: Creating an invoice

  1. A blank invoice template will appear with six key areas that need to be filled in:
A screenshot of a computer

Figure 5.12: Completed Invoice with Sales tax (for better visualization, refer to https://packt.link/gbp/9781836649977)

  • 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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