DH Templates

How do create this invoice in QuickBooks?

I work for a travel agency, and need to create invoices. We do not sell "items", but when I put the subtotal in the "amount" column, it tells me I have to associate an item with that amount. When I try to, like subtotal, payment, deposit, etc., it deletes the amount! I am so frustrated! All of the invoice templates have this same problem. HELP!!!

Public Comments

1. You need to select an "item" from the drop-down list in the first column (appropriately labelled Item). Click on the little triangle to see the drop-down list, then select whatever "item" is appropriate for that line. If there are no items in the list, or perhaps no items that are appropriate, talk to your accountant or office manager to get something added to the list. If they ask you to add it, you need to know what G/L revenue account will receive the credits. To add a new item, just click on <add item> in the drop-down list. Select "Service" from the "Type" drop-down. This is where your confusion comes from - Quickbooks refers to services as items just like they refer to inventory as items. My version of QuickBooks may be different from yours, so the step-by-step instructions above may be slightly different for you.