Free QuickBooks Online Invoice Templates
Creative Templates provides a free online collection of templates in PDF format. Our invoice templates make it easy for you to create professional invoices and sales forms for accounting and bookkeeping. Choose from a variety of invoices, including the following:
- Customer Invoices
- Sales Invoices
- Statement Invoice
- Itemized Invoices
- Supplier Invoices
- Order Forms
- Call Reports
Just download one of our free QuickBooks invoices and begin creating your own professional-looking invoices. Here are some additional features that come with each invoice template:
Templates are all fully customizable so you can create and use your own unique designs. You can also add new headers and footers and access a printer friendly version.
PDF invoices are compatible with QuickBooks, so you can print out a professional-looking invoice and send it to your client with never a worry.
Free Invoice Templates
QuickBooks Online supports QuickBooks Online invoices. To create an Online invoice, go to a Bookkeeping Customers, click Customers, then click the quicklink to create an Online invoice.
How to Pick the Right QuickBooks Invoice Template
You can assume the QuickBooks invoicing setup is the most common way to go about things. It’s a distinct and comprehensive template format that’s simple to set up and manage. QuickBooks will automatically generate all the necessary invoices required for your business and will appear in the same location every time after you set them up.
Easy payment options are also available for many of us. For people who want to pay by credit or debit card, QuickBooks has a setup that’s simple enough. To get started, you’ll need to set up a credit card merchant account, and you can choose any major credit card. Once you have an account, you can record all your payments in QuickBooks that will then appear in a register that you can view and review at any time. You can also check a recent history of all your credit card payments should you need to.
For businesses that receive invoices via email, QuickBooks will create a PDF document of the single invoice for you to view and review. Again, you can access this invoices document whenever you wish and it’ll always appear in the same place for you.
Freelancer Hourly Rate QuickBooks Invoice Template
Freelancer Hourly Rate QuickBooks Invoice Template:
The Freelancer Template has all the basic tools you’ll need in order to track the time you’ve spent on each project. These tools include everything from an hour tracker to a time sheets time tracker. The template also includes useful information such as the name of the client, the status of the project, billing information, and even an allowance tracker.
The Freelancer Hourly Rate QuickBooks Template is for freelancers and independent contractors who have an ongoing need to track time. Freelancers often have a limited amount of hours in the day and need to keep their time organized.
The Freelancer Hourly Rate QuickBooks Template is currently available for QuickBooks Online, QuickBooks Premier, QuickBooks Pro, and QuickBooks Enterprise. If you use QuickBooks Online, you can customize your Freelancer Hourly Rate QuickBooks Invoice Template for your needs by going to Settings > Invoicing, Time Tracking, and Reporting > Invoice Templates > Freelancer Template > Edit. If you use QuickBooks Standard, you’ll need to purchase the Freelancer Hourly Rate Trial to use the template.
The Freelancer Hourly Rate QuickBooks Templates includes:
- Hour Tracker to track time logged
- Activity Tracker to track basic information on your activities
Freelancer Fixed Rate QuickBooks Invoice Template
My original QuickBooks invoice template if designed for freelancers who charge on a fixed rate basis.
It can be used as a base to create custom invoice templates for your specific clients.
It can be easily adapted to cater to other invoice terms like a percentage or gross profit system.
You can download this Quickbooks invoice template by clicking the image.
You're probably familiar with the insurance industry using QuickBooks in conjunction with fraud screening. Those templates are readily available, as tracking what happens in your business is important to everyone, but have you thought of obtaining a QuickBooks logo or space to create your own templates for your small business?
The template is quite easy to use, and there are various templates available. The most useful are those that give you standard invoices, purchase orders, ways to set up recurring invoices, and estimations for potential losses. The simpler the template the better, if you're not the most artistic person in the world. But you can always add your own special customized touches to personalize it for your business.
As a very small business owner, I always use QuickBooks because I can easily track what I've spent, and that information will be a second set of eyes for me when I am filing my taxes. If you're held by small business, incorporate your business with your state so you can effectively track and collect money owed to you. It's a great tool to have, and I always know how much money I've spent, as I've been using QuickBooks for about nine years now.
Before you look at the QuickBooks Templates, you can also check out some free invoices for free here .
Law Firm/Attorney QuickBooks Invoice Template
Your QuickBooks QuickBooks Invoice Template is probably your most important invoice and you need to make sure it looks professional and delivers the goods. In any law firm or attorney practice, you need to make an instant grand impression and take people into your confidence. Your QuickBooks invoice template gives you so many options, styles and delivery options to make it look your own.
We will give an example of an Attorney invoice the end of the article so you can see how templates can improve your law firm’s, attorney’s, and accountant’s bottom line.
Nonprofit Organization QuickBooks Invoice Template
Down Payment Jobs QuickBooks Invoice Template
Property Management QuickBooks Invoice Template
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Features of Property Management Software
Property Management Software Property Management Software, Edge Financial Management is the most advanced property management software for property owners, large property management companies, property renting or tenancy and it is pure property management in your pocket. This property managing software is especially designed for property professionals and asset managers, who are interested in property management easily, without any complex operations.
Account Book Software Account Book Software, Edge Financial Software is using it to run your own property rent business without any extra operational cost when it comes to managing your properties and assets. Manage your properties and assets at ease with the easiness of your phone and keep up with your clients in the real time. Manage multiple properties such as rent your properties, for rent, lease, rent property, rent property, office, building, house, apartment, unit, room in a large scale and you are able to manage millions of dollars and make your money grow without any risk.
Installment Billing QuickBooks Invoice Template
Products Subject to Sales Tax QuickBooks Invoice Template
The best way to generate sales tax invoices and collections is through QuickBooks software. When you scan a receipt that has a tax in it, QuickBooks will automatically assign the appropriate sales tax rate to the item or service.
For your own tax-related business purposes, you might need to create additional sales tax items that are not already integrated into QuickBooks. This is an easy process that involves only a couple of mouse clicks, since QuickBooks includes a Sales Tax Exception list with preset items along with the Sales Tax Item list.
Products With No Sales Tax QuickBooks Invoice Template
It’s a nightmare to run your business without running sales tax. Sales tax can be extremely complex. But thankfully, QuickBooks and Intuit’s online tools makes setup of sales tax reports and sales tax codes as easy as a few clicks.
However, it’s possible for your business to carry multiple invoices for the same purchase or shipping with different sales tax items and amounts. If you’ve not set up your sales tax, QuickBooks will default to the highest applicable tax. For example, if you sell 5 pens and ship the 5 pens within the same day, you’ll be charged 5% sales tax.
That’s not what you want though. You want to charge 10% sales tax on some of the invoices and not others. So to help you avoid sales tax nightmares, here’s a QuickBooks invoice template that calculates the sales tax amount for you. Select this template as the default and QuickBooks will later calculate the sales tax amount for you.
Discount Calculation QuickBooks Invoice Template
Below I'm going to walk you through a quick tutorial how to create a simple Invoice using QuickBooks (With or Without Invoice Discount Calculation).
==How to Create QuickBooks Invoice with Discount Calculation=
Step 1: Click on File > New > Customer Invoice
Step 2: Click on dialog box >> Enter Customer Number or select an existing customer from your Customer List >> Enter Invoice Number >> Click on Save & New
Step 3: Enter a Name & Description
Step 4: Click on Snapshot to change the date of the invoice
Step 5: Click on Calculate Discount
Step 6: Select the Discounted Account
Step 7: Select 1st Item & Sub-items from Inventory List
Step 8: Enter Amounts in units
Step 9: Enter Billing & Shipping
Step 10: Click on the Print icon to print the invoice
==Bonus Step 2==
Alternatively, you can create the document from the QuickBooks interface as shown below.
When you click on the Print icon, select the first box to open a Print window as shown in the image below, then click on the modified checkbox of the first column.
==Bonus Step 3==
The below example illustrates an invoice with a discount calculation result which is set to Tax and Discount if both columns are set to Tax and Discount.
What QuickBooks Invoice Templates Should Include
QuickBooks Invoice Templates are available as a single template or as comprehensive reports that can be customized and saved for reuse. You can bring everything together in the same place, which relieves you of the burden of having to copy and paste.
If you are a new QuickBooks user, I am sure that you are aware of the advantages of this software. It has most of the features you may need. You can download the free trial version from here.
Invoice Templates are available at the outset and can be customized further to suit your needs. The best thing is that it is compatible with most of the third party applications and the data can be imported directly into your system.
Now, coming to the question, how to choose an invoice template.
Here are the points that you should consider:
- Number of items included.
- Items included.
- Reason for receiving the payment.
- Customer Information.
- Payment terms and conditions.
- Required field or fields.
- Required form of payment.
- Required number of payments.
- Due date of the payment.
- Total amount received.
- Total due.
- Total due date of payment.
- Additional charges.
- Additional charges that have to be paid.
Your Company Name & Contact Information
This area of the invoice can be kept rather simple, but that doesn’t mean it has to look it. You can add a special logo, or your company’s name, phone number, and address. If you have a payroll system, obliging the client to submit a W-9, or a copy of their TIN, is standard practice. If you have a suite number, be sure to mention that here as well.
Customer/Client’s Name & Contact Information
This should be where you identify and address your customer or client by their full name. This name can be your customer’s name or the name of your organization’s official name (if you, for example, come up with that name for your business instead). The reason you’re going to want to do this is that you’ll want to keep track of all your customer/client’s receipts and orders with them.
If you document this information in your company notebook (see larger print below) or by using QuickBooks features, it will be a cinch to keep track of.
For this template you can choose the date and time from the drop down menu. If you like to apply a different date and time, then you can choose the one you want from the drop down menu.
Application of discount coupons/offers are also possible in this invoice. You can add the discounts coupons at the top of the invoice and will give a discount for the customers.
Invoice payment terms & templates. This invoice terms template has payment terms for cash, check, credit and accepted payment methods. These invoice terms apply to all companies and all business types.
Customer ID/Account Number
We will assume that your customer’s customer id is ABCD1234567. This is the unique ID number that we will use throughout our invoices. Using this ID will ensure that the invoice uploaded as a batch to QuickBooks matches the invoice items selected for the batch. We also use the same Customer ID number in our customer list, when posting payments and during customer account updates.
Create a Customer
The first step is to create a customer in QuickBooks. Since we have already created the Customer list, just go to Customers on the upper-left of your screen and choose Create Customer.
QuickBooks uses the assigned topics to categorize your invoices. You can change the default customer type for each invoice and assign all or some or none of the invoices to a variety of topics based on the type of services, equipment, repairs, or other services that were performed. Go to the Customers menu and select the customer you created in the last section. Choose Edit Customer. In the Customer Type list, select the Customer Type you want to assign to this customer.
For Service Code
Your service code is assigned automatically by the QuickBooks service providers, but you can always create one by choosing Customers → Create Customer. Add a unique four-digit number to your account.
Description of Products/Services
Backoffice publishes professional business invoices and financial reports for accounting software packages like QuickBooks, Xero, Wave Accounting, Microsoft Dynamics GP and Sage 100. We offer invoices with an extra line for extra notes for a more formal look combined with a spreadsheet for quick calculations. We also offer some templates for financial reports with conditional formatting. All of our products are available as PDF for easy printing.
Cost of Products/Services
When preparing a purchase order isn't enough. Instead of copy pasting a PO, it is important to create an invoice which will automatically populate 10 QuickBooks Billing Template.
10 QuickBooks Invoice Templates [+Free, PDF, Custom Templates] This guide will take you through how to use the 10 QuickBooks Billing Template and why you use it to prepare your QuickBooks invoices.
This option is going to serve two purposes. First, when it’s turned on, amounts will be automatically calculated and added to the invoice. So it’s perfect for businesses that are a bit less tech-savvy and would rather round numbers up or down manually. Second, when it’s disabled, customers will only be able to pay the invoice amount as shown on the slip.
If you’re going to prohibit amounts from being added to invoices, be sure to send out a receipt with the total amount or hold on to that rubber stamp paper for when it’s needed.
Acceptable Payment Methods
The most common forms of payments for invoices are credit cards, online payments and money orders. Although credit cards are the fastest and safest form of payments, they can be the most expensive. PayPal and Google Wallet allow you to accept almost any form of online payment, while a personal check and paper check are still a viable option.
The most popular forms of payment are credit cards, followed by money orders and paper checks.
Credit cards are efficient, the most convenient payment method, and can be the most expensive. Personal checks can take five to seven days to be cleared, and money orders take several days to reach your bank account. Online payments, such as PayPal and Google Wallet, can be made immediately, and paper checks can be made the moment the invoice is printed, which saves on both postage and printing costs.
But credit cards can still be the most expensive since they generally offer the highest level of payment security. The chief advantages of online payments, however, are immediate payment and the absence of third party verification.
Here’s a quick tip. Instead of entering three credit card numbers for your customers to choose from, use a single payment processing application that accepts the majority of major credit cards. This eliminates the confusion, saves time and increases security.
Another quick tip is to sign-up for a merchant account with your credit card processor. This allows you to accept credit card payments online.
6 Steps to Import an Invoice Template into QuickBooks
Have you ever needed a QuickBooks invoice template, but didn’t have one to hand? Don’t you wish that there was a quick and easy way to quickly create a template in QuickBooks? Well, it turns out it’s not quite as easy as you think.
However, I’m here to tell you how it can be done in just 10 quick and simple steps.
Enable Import Style Feature
Here’s a quick tip for you – if you’re trying to work with QuickBooks and are not getting resolutions even after several hours of trying, try enabling the Import Style feature.
We’ve covered ways to enable this feature in QuickBooks 2013 and QuickBooks 2014, so if you’re trying it in 2015, check out this link first.
The Import Style feature is great for those who need to import a list of invoices from an Excel file. It helps them achieve this even if the list is in the form of columns, lists, and table. One can also use this to import a list of invoices from a file in a specific date range. (By the way, there is also a way to import a list of invoices from a web browser using the code provided.)
So what’s the link to enabling this feature in QuickBooks? Well, the link is in the top-left corner of the QuickBooks main window and is also a task bar on the QuickBooks toolbar. This update adds the Import Style control to the list of reporting options on the Customization tab.
Create Template in Microsoft Word
Step 1: Open Microsoft Word and make sure that you have spreadsheet's template opened.
Step 2: Right-click on the first cell (A1) and click the Format Cells button that is displayed in a pop-up menu.
Step 3: From the Cells tab, select the Make Table option and then choose the dialog box which you can find on the right part of the Excel spreadsheet template.
Step 4: Once you've done, go to the Cell borders, Left and Right settings and change the values as per your requirement.
Step 5: To save the Excel spreadsheet template with the new name: Press the File tab > Save As > choose the location where you want to save the Excel spreadsheet template.
Apply an Angle Bracket to Data You Want QuickBooks to Map
To Known Units (Known Quantity and Price, for Example).
Use the QuickBooks Known Quantity and Known Price selection in the Angle Bracket dialog box to map a line item in a transaction to a known quantity and a known price. When you apply an angle bracket to a transaction, QuickBooks calculates the cost of the item and uses it as the unit cost on the transaction.
The angle bracket appears as a diamond shape on the transaction line item and includes an identifier that identifies the item. For example, on the statement View, Days Invoiced field, QuickBooks displays the transaction line item hours as part of the transaction line item. You can specify the quantity that you want QuickBooks to map to by applying the angle bracket on the quantity item on the transaction line.
The following topics will help you learn more about the Angle Bracket dialog box and what it is used for.
QuickBooks Invoice Templates to Customize QuickBooks Invoice Forms, Accounting Templates, & Invoice Templates.
Import Custom Template
Although I’ve been using QuickBooks since the beginning of the 1990s, there are some things that I still find confusing, like their invoices and the options available when it comes to selecting a template.
One of the tools available in QuickBooks that has helped me enormously is the Import Template feature. It’s simple to use and has saved me many hours of manual work in creating my invoices.
As a bonus, I’ve included a few of my custom templates and what I wanted to say in each invoice (so that when I buy something in bulk, I don’t have to type it again).
I’d be glad to hear about any other features you find in QuickBooks to be confusing, or even other tutorials you might want to write.
Map Marked Areas in Your Template to QuickBooks Online Data Field
QuickBooks Online doesn’t support using labels for the location dropdown. Designed a template for a retailer.
You can only assign the location to a physical location.
After reading your whole post I had to laugh, because, not only do you have a great sense of humor, but I also see the logic of your intent for this template.
I do see an interesting side benefit of using a literal map to reference the location. For instance, imagine that your customer has a business that deals in literal work for a living. If you were to have a customer where, during the course of conversation it weighs on their mind, that customer could just look at the map and see where his customer is located.
For the others, you can map the locations of your customers and employees on that map and then maintain a list on your website or the mailer that the customer's location is located on the map.
My only problem would be that, due to the size and resolution of the template image, is that the map may not be able to fit on the screen, especially on mobile devices. So, the first suggested way to achieve your desired result would be to print out or present this map either within a template or save it for future access.
Correct Mapping As Needed
Like everyone else these days, an accountant doesn’t work in a vacuum. But many of us are hermetically sealed from the feedback and guidance that we could receive from colleagues and trainees. This is where QuickBooks comes into play. It’s a great tool for finance professionals, but it’s also designed with accountants in mind. The user interface is straightforward and user-friendly. Color-coded tabs and an intuitive user experience will help you create business-critical, customized reports and reports from scratch with ease.
Learn to take correct mapping as needed the next time you’re doing up a budget with QuickBooks. You’ll be amazed at just how fast you’ll be able to get to work with the right tool.
QuickBooks Templates Frequently Asked Questions
All business owners produce the same common invoices each time they supply a customer. These common invoices allow you to:
- Pricing and master data management using one of the QuickBooks invoice templates
- Update one of the Quickbooks invoice templates
- Track batch sales using this QuickBooks batch invoices
QuickBooks invoice templates can be used for freelancers, consultants, artists, home based business owners – just about anyone with a few invoices to produce.
The QuickBooks invoice templates not only save you time when creating an invoice, they also save you money by preventing the expense of having to enter the same information over and over.
QuickBooks offers ten QuickBooks Invoice Templates you can customize to create your invoices. For PDF invoices you can also download more templates online.
A perfect solution instead of printing out a hundred 8 1/2 x 11 invoices for one job.
QuickBooks invoices also save you time. Since you can create them once and then edit them before sending them, you can address your customer’s questions and concerns before you file a written invoice.
QuickBooks invoices come in a number of different styles including Billing statements, Payment receipts, and Payment vouchers. Even though you can create invoices in QuickBooks, you can also print them on standard letterhead paper.
How Do I Create a Template in QuickBooks?
One of the most frequently asked questions I hear about QuickBooks payroll, books and accounting software is, –How do I create a template?”
By creating a template in QuickBooks, you can use that template to speed up the process of generating any future invoices. This is especially helpful if you are regularly sending out invoices to a similar customer base.
Creating a template is a simple procedure and can save you time and money.
How to Create a Template in QuickBooks
First, open QuickBooks. If you’re using the QuickBooks Pro or Premier version, click –File”, –New,” and then – Business Template.”
Alternatively, if you’re using the QuickBooks Enterprise, QuickBooks Online, or QuickBooks software for small businesses, click –File”, –New” and then –Invoice Template”.
Either way, you’ll be redirected to the –Create Invoice Template” screen.
Complete these steps to create your template.
How Do I Create an Estimate Template in QuickBooks?
There are a variety of different ways to create QuickBooks estimates. Some business owners prefer one option over another, and you may prefer a different version of QuickBooks.
The methods for creating estimates are listed below. Click on any of the individual templates to preview or download the QuickBooks estimate template in PDF format.
You can make an editable QuickBooks ProForma invoice in QuickBooks Point of Sale‑the menu choice will be Print, Invoices. Choose QuickBooks ProForma Invoice from the choices on the left side of the window that appears.
You can create a QuickBooks ProForma Invoice in QuickBooks Point of Sale‑the menu choice will be Print, Invoices. Choose QuickBooks ProForma Invoice from the choices on the left side of the window that appears.
You can create a QuickBooks Professional Invoice in QuickBooks’s General Journal…the menu choice will be the File menu, then Create Invoices. Choose QuickBooks Professional Invoice from the choices on the left side of the window that appears.
How Do I Edit My Invoice Template in QuickBooks?
In order to edit your invoice template, you must access the Create Invoices screen (and therefore you’ve already completed the steps for creating Invoices via the Desktop application). In the Create Invoices screen, you will notice right away that your previous template is now listed alongside the other imported templates.
Click on it to access the edit screen. Editing the template in this manner does not affect the original information from the template.
By clicking on the arrow next to the blue pen in the upper left hand corner, you can access and modify the existing values in the template. If you purchased your template from a source outside of QuickBooks (such as a template developed by a builder), you may notice that there are some assumptions of information that QuickBooks makes. For example, you will see some area and item numbers (such as XYZ_1 and XYZ_2) that correspond to items in your QuickBooks Item List. However, you will also notice that you have the option to input your own item numbers.
To edit a field in the existing template:
Click on the blue arrow.
The Field Information tab appears.
Click on the field you want to edit.
The window slightly changes from the normal tabbed window, and changes to a drop-down menu.
Can You Customize Invoices in QuickBooks?
Invoices are the bill that you send to clients for the services that you rendered for them, like house cleaning, office cleaning, or landscaping. If you use QuickBooks, then you’re in luck. You can customize invoices in QuickBooks and make them look more professional and eye-candy.
10 QuickBooks Invoice Templates [+Free, PDF, Custom Templates].
As a business owner, you understand the vital role that invoicing plays in getting your company’s finances in order and facilitating proper management of revenue, funds, and expenses. Without being able to invoice customers, you would have to maintain your own accounts to record revenue and expenses and reconcile those accounts by hand, a time-consuming and error-prone process. With QuickBooks’ invoicing feature, keeping your books up-to-date has never been easier.
Implementing QuickBooks’ invoice feature requires a minimal investment of time for you to understand and start using it. The process for sending invoices is straightforward and intuitive. And although you can choose from QuickBooks’ myriad of available invoice templates, building your own is also easy provided you have sufficient knowledge and skills in design and layout. With only a little extra investment of your time and effort, you can produce professional-looking invoices in a matter of minutes while also saving yourself time and money.
In this post, I’ll introduce you to ten QuickBooks invoice templates and we’ll give you some tips for building your own invoice templates. I’ll also provide examples of custom invoices, providing a clear picture of what the process entails.