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| Press Ctrl+I, or choose Create Invoices from the Navigation Bar at the left side of your screen. An invoice form will appear. |
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| Fill in all the appropriate fields of your invoice to record a sale to a customer, including the name of the customer and a related job if applicable, the date of the sale, and a list of items that you are selling. |
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| QuickBooks assesses which items are subject to sales tax, based on information you entered when you set up each item, and calculates the tax. Verify which items are taxable – you will see a little "T" to the right of each taxable item. Click on a "T" to remove an item from the group of taxable items, or click next to an item to add a "T" if that item should be taxed. |
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| If you pay sales tax to more than one taxing authority, QuickBooks will choose the tax rate that you selected as the most commonly used tax rate. To select from other sales tax rates that you have set up, click the down arrow next to the Tax item on the invoice, and select another sales tax. If the rate that appears is incorrect, you will have to edit the sales tax – you can't override the rate on the invoice. |
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| Click the Save & New button to save your invoice. QuickBooks will save the form you just created, and open a new invoice form. If you don't need to enter another invoice, you can close the new form by clicking on the "x" in the upper right corner, or pressing the ESC key on your keyboard. |
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United States
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