Create A New Account In QuickBooks

Objective: to add a new customer and create an invoice.

• STEP 1: Open QuickBooks

• Click on QuickBooks shortcut or

  • Click Start > All Programs > QuickBooks > QuickBooks

• STEP 2: Open a New Account

• Click Invoices

• Select New

• STEP 3: Add a New Customer.

• Choose Add New from the drop-down menu to the right of the Customer Box.

  • When you click on the arrow, all your current customers are listed.

• Enter customer’s name.

  • This is the only required information now. You can return later and complete the customer information.

    • Click OK if you want to continue the invoice using only the customer’s name.

  • You can skip Opening Balance and Date. Opening Balance will show when you complete the invoice.

• Enter company name then hit TAB to continue entering contact information.

• Addresses: Click Edit

  • Using the Edit Address window ensures that the address information aligns correctly on the customer information page.

• Fill in the street address as you would like it printed out.

• Hit TAB to continue entering address information.

• When finished, click OK

• STEP 4: Complete the Invoice

• Click the down arrow to view the list of products and services you offer.

• Select the product or service that applies to the invoice.

  • If the product or service is not listed, click Add New and add a new product or service.

  • Use general terms for items. Write details in the Description.

• Hit TAB to move from one field to another.

• Type a description.

  • The description is where you write specifics about the item.

• Enter quantity.

  • If you charge based on hours, pages, or words for a service, enter the number.

• Enter the rate you charge per hour, per page, or per word for your service or enter the cost for the product.

  • The total amount calculates automatically.

• Print or Email Invoice

• Click Print to print the invoice.

• Click Email if you want QuickBooks to send the invoice to the customer by email.

  • Invoices are sent as an attached PDF file.

• Click Save & Close.

• STEP 5: Exit QuickBooks.

• Click File > Exit