QuickBooks gives you several ways to get forms to your customers and vendors.…If you create a form like an invoice, you can print it or email it right then…and there in the Create Invoices or corresponding window. Or you can add it to a…queue of other documents to print or email later.…If you queue up documents to print, you can launch printing from within a window…like Create Invoices or from the File menu.…You can also print packing slips to go with invoices or shipping labels for any kind of form.…To see how printing right away works click Create Invoices to open the…Create Invoices window.…
Click Previous to display an existing invoice.…In the Create Invoices Window toolbar, click the Print icon that looks like a printer.…You might see a message about printing shipping labels.…If you do, just click OK.…The Print One Invoice dialog box opens with the Print Settings you've set up for invoices.…If you want to change any of the settings, go ahead and do that now.…You can pick a different printer or change the type of paper you print to, and…
Author
Bonnie Biafore
Released
11/22/2011- Using the QuickBooks menus and home page
- Creating and customizing a company file
- Setting essential preferences
- Setting up a chart of accounts
- Setting up customer, job, and vendor records
- Setting up items for services, products, time billed, and mileage
- Setting up sales tax, discounts, and other charges
- Understanding the difference between transactions such as bills, invoices, credit memos, sales receipts, statements, and journal entries
- Creating purchase orders and bills
- Invoicing customers
- Handling credits and refunds
- Receiving payments
- Depositing funds in a bank account
- Working with bank accounts, credit cards, and petty cash
- Recording journal entries
- Backing up and restoring a company file
Skill Level Beginner
Duration
Views
-
Introduction
-
Welcome55s
-
Using the exercise files2m 31s
-
-
1. Touring QuickBooks
-
Opening a company file1m 46s
-
Navigating between windows1m 47s
-
-
2. Setting Up a Company File
-
Gathering information1m 55s
-
Creating a company file3m 52s
-
Creating a new user7m 2s
-
Backing up your company file5m 50s
-
Restoring your company file2m 17s
-
-
3. Setting Up a Chart of Accounts
-
Making an account inactive2m 16s
-
4. Setting Up Customers, Jobs, and Vendors
-
Creating a customer4m 30s
-
Creating a job2m 30s
-
Creating a vendor2m 27s
-
-
5. Setting Up to Sell Services and Products
-
Using items2m 59s
-
Creating a service item4m 48s
-
Creating an inventory item6m 30s
-
Setting up sales tax5m 48s
-
Creating a group of items2m 35s
-
Making items inactive1m 33s
-
Setting price levels4m 55s
-
-
6. Tracking Time and Mileage
-
Setting up time tracking2m 28s
-
Entering time5m 14s
-
Tracking mileage4m 45s
-
-
7. Paying for Expenses
-
Creating a purchase order3m 42s
-
Entering a bill4m 43s
-
Managing inventory2m 43s
-
Paying bills4m 33s
-
Paying sales tax2m 24s
-
-
8. Invoicing
-
Adding items to an invoice5m 18s
-
Creating batch invoices4m 46s
-
Editing and voiding invoices2m 16s
-
Creating an estimate3m 17s
-
Creating a progress invoice3m 52s
-
Working with prepayments3m 59s
-
Creating a statement charge3m 15s
-
Producing statements4m 59s
-
9. Printing and Emailing Forms
-
Setting up print options4m 32s
-
Emailing a sales form5m 4s
-
-
10. Receiving Payments
-
Receiving a payment4m 11s
-
Assessing finance charges3m 53s
-
Depositing payments3m 34s
-
-
11. Performing Other Tasks
-
Searching for info in a file2m 49s
-
12. Working with a Bank Account
-
Handling bounced checks4m 29s
-
Correcting discrepancies5m 9s
-
Writing a check for expenses3m 36s
-
Paying with a credit card1m 43s
-
Paying with cash3m 4s
-
-
13. Running Reports
-
Printing or saving a report3m 24s
-
14. Working with Journal Entries
-
Using journal entries4m 26s
-
-
Conclusion
-
Next steps1m 31s
-
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Printing one or more forms