Uyenza njani i-invoyisi kwii-QuickBooks?

Ukwenza umthetho oyilwayo kubalulekile ukuba ifayile ivelise into oyinyuselayo. Kubaluleke kakhulu ukuze usete imali yakho ekuqhubeni ngendlela efanelekileyo xa uqhuba le nto uyikhuthazayo. Ungagcina imali yakho kwaye wenze lula indlela yokwenza i-invoyisi ngokusebenzisa i-QB. Ii-invoyisi ziya kukuvumela ukuba usete iiakhawunti zakho ezifumanekayo. Isixhobo se-QuickBooks accounting sinophawu lokwenza ibill kwaye ifayile inikwa umxhasi ngendlela yomthengisi ukuqokelela iindleko. Kuya kufuneka uyazi indlela yokwenza ibill kwi-QuickBooks Idesktop, ngokusisiseko ukuba uyiphuhlisela ixesha lokuqala.

Ngaphambi kokwenza ibhilikhwe ye-QuickBooks yezinto kunye neemveliso kunye neenkonzo qiniseka ukuba unawo onke amanqaku abalulekileyo ayimfuneko ukuyila.

Kufuneka wenze ii-invoyisi kwiDesktop ekhawulezileyo yeDesktop

Ukwenza ibhilikhwe kwi-QuickBooks kuya kukunceda ngeendlela ezimbini:

• Unokuthumela ii-invoyisi ze-imeyile kubathengi bakho ngaphandle kokulibazisa kwi-QuickBooks.
• Iingxelo zemali zisexesheni ngexesha lokwenyani.

Iinkampani ezahlukeneyo zifuna ukuhambisa ii-invoyisi kubathengi beebhili. Ngaphandle koko, kuya kufuneka ukuba uziqonde kakuhle izibonelelo ezifanayo.

Izibonelelo zokwenza i-invoyisi kwii-QuickBooks

Nazi ezinye zeenzuzo ezibalulekileyo zokwenza ii-invoice:

• Ukugcina ulwazi lokuthengisa

Iya kukuvumela ukuba uhlale kwingxelo yentengiso yentolongo.

Umthengisi kunye nomxhasi ngamnye angahlala esweni kwiibhili zabo nakwityala alityalayo.

Ifayile isebenza njengobungqina entolongweni phakathi komxhasi kunye nomthengisi.

Ukurekhoda nokugcina zonke ii-invoyisi zentengiso zithembisa ukuba imali eyiyo ihlawulwe.

Iqokelela ulwazi olubalulekileyo njengeendlela zokuthenga zabathengi, izinto zeempahla, iimeko zokuthenga, njalo njalo.

Emva kokufumanisa izibonelelo zokuphuhlisa umthetho oyilwayo kwi-QuickBooks Desktop, ufuna ukuxelelwa indlela ethandwayo yokwakha. Inkqubo iya kukwenza uzikhulule kubalo oludinayo.

Funda kwakhona: I-Wave vs QuickBooks-Uhlalutyo lweenkcukacha

Uyenza njani i-invoyisi kwiDesktop ekhawulezileyo yeDesktop?

Landela izinyuko ukwenza ibhilikhwe kwiDesktop ye-QuickBooks ukusuka ekuqaleni:

1. Ekuqaleni, yenza ukhetho lokwenza ii-invoyisi ezinokwenzeka.
2. Ngoku, kumthengi: umsebenzi-wehla ezantsi, ufuna ukukhetha umthengi okanye umsebenzi womthengi. Kwimeko apho ungakhange ufumane umthengi okanye umsebenzi ngaphakathi kuluhlu lokutshekisha, yenza ukhetho Yongeza eNtsha.
3. Ufuna ukugcwalisa iingcebiso ngaphakathi kobume njenge-invoyisi eya / ethengwe kuyo, umhla oyilwayo #, kunye namabinzana.
4. Khetha iziqwenga.
5. Kwimeko apho ufuna ukuyisebenzisa ngexabiso elisikiweyo, yenza ukuthengiswa kwexabiso elisikiweyo. (enganyanzelekanga)

• • Yiya kwizintlu zemenyu ukusuka kumboniso wendlu.
  • Emva koko, yenza ukhetho uluhlu lokutshekisha.
  • Ngoku, cofa ekunene kuyo nayiphi na indawo kwisibonisi segajethi emva koko wenze ukhetho eNtsha.
  • Kuya kufuneka ukhethe ukhetho olwehlayo kwaye wenze ukhetho lwamaxabiso asikiweyo anokuboniswa kumboniso.
  • Emva koku, layisha ukuthengisa okuchongiweyo / ubuninzi kwaye ngokufanayo unike inkcazo emfutshane.
  • Yongeza isabelo sexabiso okanye ubungakanani. Kwimeko apho amaxabiso ancitshisiweyo ehla enyuka, unokushiya ivolumu okanye i-% ibhokisi engagcwaliswanga kwaye ulayishe ivolumu ngaphandle kokulibazisa kwiphepha lokuthengisa elipheleleyo.
  • Khetha umthombo weakhawunti yengeniso ukulandelela ukunciphisa.
  • Khetha ikhowudi efanelekileyo yetax kwinqaku.
  • Kuya kufuneka ukhethe ngokufanelekileyo ngokwaneleyo.

6. Okokugqibela, yenza ukhetho ugcine kwaye uvale.

Yenza i-invoyisi yoMyalelo wokuThengisa

Kwimeko apho ubunokudala i-odolo yokuthengisa, kufuneka wenze ityala. Zimbini iindlela ezizezinye zokwenza ii-invoice:

Ukusuka kwiWindows Orders Window

1. Ukuqala, yenza iqhosha lesilwayo, kwii-odolo zokuthengisa ezipheleleyo zethebhu ephambili.
2. Ngoku, kumyalezo oku kubonakala kumboniso, yenza ukhetho:

• • Khetha, yenza ubukho betyala olunikiweyo ukongeza iziqwenga kwi-odolo yokuthengisa.
  • Emva koku, yenza ukhetho wenze ibhilikhwe yeziqwenga onokuthi uthathe isigqibo ngazo.

3. Yenza utshintsho olubalulekileyo ngaphakathi kwityala.
4. Okokugqibela, yenza ukhetho Gcina & Vala.

Ukusuka kwi-Invoice Window

1. Okokuqala, kwimenyu yoMthengi okanye kwi-QuickBooks Home bonisa ukuba ukhethe ukwenza ii-invoice.
2. Emva koko, kumthengi: umsebenzi wehla, yenza ukhetho umthengi okanye umsebenzi womthengi. Uza kubona iwindow yokuthengisa ngokuthe gabalala kumboniso wePC.
3. Khetha inani le-odolo yokuthengisa egqibeleleyo equka iziqwenga ofuna ukuza nazo kwityala lakho.
4. Kwityala, yenza uhlengahlengiso olubalulekileyo.
5. Okokugqibela, yenza ukhetho Gcina & Vala.

Yenza i-invoyisi yoQikelelo

Ukuba umthengi wakho ugunyazisile uqikelelo lwakho kwaye usesikhundleni sokuhlawula ivolumu, uya kulifaka lonke uqikelelo kwibhili:

Ukusuka kuqikelelo lwefestile

1. Ekuqaleni, vula uqikelelo olufanelekileyo kwimbonakalo yePC yakho.
2. Emva koku, yenza ukhetho wenze ibill.
3. Kwimeko apho ukukhula kwe-invoyisi kukhulisiwe ukuze kubekhona, uza kubona umyalezo ubuza iziqwenga kunye nexabiso oza kulibeka kwityala.
4. Ekufumaneni ityala, ufuna ukuhlela iingcebiso njengoko kufuneka.
5. Khetha ukugcina kunye nokuvala okunokwenzeka.

Ukusuka kwi-Invoice Window

1. Kuya kufuneka wenze ukhetho lokudala ii-invoice ezivela kumboniso wendlu yeQB okanye kwimenyu yabathengi.
2. Emva koko, kumthengi: umsebenzi wehla, yenza ukhetho lomsebenzi womthengi okanye umthengi. Ngale nto, uqikelelo lwefestile lunokubonakala.
3. Kuya kufuneka ukhethe ukhetho oluya kuba nalo kwityala. I-QuickBooks ikuvumela ukuba ukhethe uqikelelo olunye kwibhili.
4. Hlela iingcebiso njengenyathelo kunye nentando ngaphakathi kwityala
5. Yamkela ugcine kwaye uvale.

Ukwenza umthetho oyilwayo kuphuhlise inkqubo ethile lula ngala manyathelo. Ngapha koko, awudingi ukubukela ii-invoyisi zamaphepha ngenxa yokuthumela kwi-intanethi yinto ebaluleke kakhulu.

Ukuququmbela:

I-weblog ijolise ekunikezeleni ngokusebenza kwinto oyilwayo, ukuthanda ukuyiphuhlisa, izibonelelo zebill, kunye nendlela yokwenza umthetho oyilwayo kwi-QuickBooks Desktop. Ngaphandle kwamathandabuzo, isixhobo sokunika ingxelo siyakunceda ekwenzeni inkqubo yokufaka invoyisi. Ngala manyathelo, sele ikhule yaba lula ukuze ukwazi ukomeleza ukukhukuliseka kwemali kunye nokubeka iliso kumatyala akho ngexesha.