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QuickBooks is a well known accounting software used by many small businesses. It helps to manage finances and view reports on various business aspects such as invoicing, payroll, taxes, inventory control and more. There are 10 QuickBooks invoice templates in this blog post which can be customized according to your company needs!
The “quickbooks online custom templates” are a set of 10 QuickBooks Invoice Templates that can be customized to your needs. The templates are free and available in PDF format.
The greatest QuickBooks invoice templates will contain all of the necessary information for your client to pay you. This comprises a full explanation of the products/services, the pricing, the payment deadline, and your contact information in case they have any queries. Invoice templates for QuickBooks Online help you save time and charge clients more quickly.
Invoice Templates for QuickBooks Online are available for free.
We’ve designed 10 professional QuickBooks Online invoice templates to address the demands of freelancers who charge by the hour or by the project, charitable organizations that invoice donations, law firms that bill their clients, and invoices for product sales that involve sales tax calculations.
Here are some free QuickBooks Online invoice templates that you may customize:
1. Hourly Rate Freelancers: Download in PDF or Excel 2. Fixed-Rate Freelancers: Download in PDF or Excel 3. Law firms: PDF or Excel download 4. Download in PDF or Excel for Nonprofit Organizations Download in PDF or Excel if a down payment is required. Download in PDF or Excel for property managers. 7. Payment Plans Available: Download in PDF or Excel Download in PDF or Excel if sales tax is required. 9. Download in PDF or Excel if sales tax is not required. Download in PDF or Excel to see the discounts available.
Using a QuickBooks invoice template will save you time, allowing you to bill your customers more swiftly and get payment sooner. You’ll need a QuickBooks Online account to utilize these templates in QuickBooks. You may save up to 50% on a premium membership if you don’t already have one.
Go to the QuickBooks Online website.
How to Select the Most Appropriate QuickBooks Invoice Template
The sort of invoice template you’ll need depends depend on whether you’re selling goods or services, what sector you’re in, and if you need to include discounts, sales tax, or other information for your customers.
The following are 10 free QuickBooks invoice templates to download:
1. QuickBooks Invoice Template for Freelancer Hourly Rates
The fee per hour A freelancer or consultant who invoices customers by the hour can benefit from this QuickBooks template. There are columns for the service description, hours, and hourly charge. Once you’ve filled out these three areas, the extended amount for each service, as well as the overall amount payable, will be calculated automatically. Make any necessary modifications to this template by downloading it in PDF or Excel format.
2. QuickBooks Invoice Template for Freelancers With Fixed Rates
The predetermined rate The QuickBooks invoice template is suitable for a freelancer or consultant that charges a flat fee rather than an hourly rate to their customers. It has a column for service descriptions and a flat price, much as the hourly rate template. Make any necessary modifications to this template by downloading it in PDF or Excel format.
3. QuickBooks Invoice Template for Law Firms/Attorneys
The legal firm/attorney QuickBooks template is designed for law companies that need to charge clients for hours worked and/or other expenditures made on their behalf (for example, mileage to and from the client’s office, court filing fees, parking fees). This template is identical to the freelancer hourly template, but it also contains a cost reimbursement section as well as a column for the client’s case number. Make any necessary modifications to this template by downloading it in PDF or Excel format.
4. QuickBooks Invoice Template for Nonprofit Organizations
The nonprofit organization QuickBooks template is perfect for non-profits that need to charge their contributors for unpaid donation obligations. A column in this template allows you to offer a thorough description, quantity, and pricing for each item. The extended amount will be calculated automatically after these fields have been filled in. If appropriate, we’ve added a field to reference a Donor ID. Make any necessary modifications to this template by downloading it in PDF or Excel format.
5. QuickBooks Invoice Template for Down Payment Jobs
The down payment tasks QuickBooks invoice template is great for you if you often request customers to give a deposit before you begin working on a project. This template is similar to the nonprofit organization template except for a section directly below Subtotal where you may subtract any deposit amounts you’ve received from your client. This template is available in PDF and Excel formats, and you may customize it as required.
6. Invoice Template for Property Management in QuickBooks
The property management QuickBooks invoice template is great for landlords who need to charge residential or commercial tenants for monthly rent. It has columns for service descriptions and rates. The extended amount and total invoice amounts are automatically computed when these two fields are filled up. We’ve also added a section for the tenant’s unit number and the building name/number. Make any necessary modifications to this template by downloading it in PDF or Excel format.
7. QuickBooks Invoice Template for Installment Billing
The QuickBooks invoice template for installment billing is excellent for bigger projects that need payments in installments. As payments come in, include them just below the project’s total amount, along with the check information. This template is available in PDF and Excel formats, and you may customize it as required.
8. QuickBooks Invoice Template for Sales Taxed Items
If you sell goods, you must charge sales tax to your consumers. The QuickBooks invoice template for items subject to sales tax is suitable for you. Unlike the other templates, this one contains a column for your product code, as well as a description and unit price. To compute sales tax, enter the tax rate in the sales tax rate area, and the tax will be calculated for you automatically. Make any necessary modifications to this template by downloading it in PDF or Excel format.
9. QuickBooks Invoice Template for Products Without Sales Tax
With one exception—no sales tax calculation—the items not subject to sales tax QuickBooks invoice template is similar to the products subject to sales tax QuickBooks invoice template. This design is appropriate for you if you offer items that are not subject to sales tax. This template is available in PDF and Excel formats, and you may customize it as required.
10. QuickBooks Invoice Template for Discount Calculation
The discount calculation QuickBooks invoice template is great for you if you want to provide your clients a discount. Description, quantity, and unit pricing are all included in this template. The discount field is located just under the subtotal field. You may write in the discount you want to apply (e.g., 10, without the percent symbol) and it will calculate automatically. Make any necessary modifications to this template by downloading it in PDF or Excel format.
We suggest examining the best invoicing software guide for small firms with relatively modest accounting requirements but want a sophisticated invoicing solution. FreshBooks is a great option for freelancers. FreshBooks is far easier to set up than QuickBooks, and you can test it out for 30 days for free.
Go to FreshBooks.com.
What Should QuickBooks Invoice Templates Contain?
You may make your own sales invoice template by reading one of our 46 free QuickBooks Online tutorials, How to Customize Invoices in QuickBooks Online. Your sales invoice should include all of the pertinent information about the items and services that your client has bought from you. To avoid payment delays, double-check that your contact information and your customer’s contact information are both correct. You should also provide the following information: an invoice number, an invoice date, and an invoice number:
- What services/products are you charging them for?
- What is the price of each product/service?
- The due date for payment
- Methods of payment accepted
- If you have any questions, please contact us.
The 10 main fields that should be included on every QuickBooks invoice templates are shown below:
1. Your Name of the business & Contact Information
All of the information your client will need to contact you should be included in your QuickBooks Online invoice templates.
This covers the following, but is not limited to:
- Name of the business
- Postal address (where you would like payments to be sent)
- Physical location (note: include only if customers will need to pick up products and it is not the same as your Postal address above)
- Number to call
- Contact information through email
- Website
2. Customer/Client’s Name & Contact Information
All of your customer’s contact information should be included on your invoices, including:
- Name of the business
- Postal address
- Number to call
- Contact information through email
- Website
Number of Invoices
A unique invoice number should be provided to each invoice. If you use accounting software such as QuickBooks, this number will be produced for you automatically every time you make an invoice. If you don’t utilize accounting software, you’ll have to give an invoice number to each invoice you send out to clients manually.
Customers may use this number to contact you with questions, and they can write it on their checks to ensure payments are processed accurately.
4. Date of Invoice
The invoice date is, in general, the date on which you produce and deliver your invoice to your client. In order to eliminate a delay between the time you prepare the invoice and the time you deliver it to your client, you should email invoices to them. QuickBooks allows you to send invoices directly from the program.
5. Terms of Payment
The amount of time you allow your consumers to pay you is referred to as payment terms. Net 30 days is a standard payment term that specifies the invoice must be paid within 30 days of the invoice date. Check out the finest invoice payment terms for your small company to help you decide which payment terms are ideal for you.
6. Account Number/Customer ID
Many small firms provide each of their customers a unique account number. If you do provide clients an ID number, be sure to include it on all of your invoices.
7. Product/Service Description
Every invoice you send out should contain a description of the items or services your clients bought. This can help you get paid quicker by reducing the number of inquiries clients may have. Payment may be delayed if the invoice is confusing or unclear about what you are charging your client, which will have a negative effect on your cash flow.
8. Product/Service Costs
I believe it is self-evident that you must mention the pricing of your services so that your consumer is aware of their financial obligations. To minimize payment delays, double-check that the cost on your invoice matches the price you offered your client.
9. The amount owed
The entire amount owed by your client for the items and services indicated on your invoice is the amount owing. It’s critical to double-check that this total is accurate to prevent any payment delays. If you use small company accounting software, the entire amount payable is computed for you instantly!
10. Methods of payment accepted
Instructions on how to pay your bills should be included on every invoice you send out. If you use QuickBooks, you may sign up for Intuit Payments, which will include a payment button on every invoice you send through email, allowing clients to make payments online using their debit/credit card or bank account information.
If you don’t have accounting software, offer directions on where checks should be sent or how to pay with a debit/credit card.
How to Import an Invoice Template into QuickBooks in 6 Easy Steps
QuickBooks Online comes with a baseline template that you may customize to match your own requirements. However, you may import a custom invoice template into QuickBooks as well. If you already have a custom invoice template that you’d like to utilize, just follow the steps below to import it into QuickBooks.
The six stages to importing your own invoice template into QuickBooks are as follows:
1. Turn on the Import Styles option.
Click the Gear button on the QuickBooks Home Page and choose QuickBooks Labs:
In QuickBooks Online, go to QuickBooks Labs.
To enable the Import Style Feature, choose the radio button:
In QuickBooks Online, turn on the Import Styles feature.
2. Make a Microsoft Word template
If your template isn’t already in Microsoft Word format, you’ll need to convert it before uploading it to QuickBooks Online. If you’re presently using Google Sheets, you may convert it to Word by going to File and selecting Download as Microsoft Word:
How to convert a Google Doc into a Microsoft Word Doc
3. Insert an angle bracket around the data you want QuickBooks to map.
Note: Do not mark the data that does not change (e.g., Name of the business, address, and contact information). Be sure to use Microsoft Word tables in QuickBooks Invoice Templates:
To map an angle bracket to an invoice template in QuickBooks, follow these steps.
Tip #1: Make sure you choose one of the Microsoft Word font types that QuickBooks Online supports:
- MS Arial Unicode
- Courier Bold, Courier Oblique, Courier Bold-Oblique, Courier Bold-Oblique, Courier Bold-Oblique, Courier Bold-Oblique, Courier Bol
- Helvetica, Helvetica Bold, and Helvetica Bold-Oblique are all Helvetica fonts.
- Times Roman, Times Bold, Times Italic, and Times Bold-Italic fonts are available.
- Symbol
- Dingbats Zapf
Tip #2: To get the best results, use Microsoft Word tables to hold the material and design table layouts with basic rows and columns.
Tip #3: Merged/split cells, as well as tables inside tables, might produce unforeseen issues.
An example of how to make tables in a Microsoft Word invoice form.
Tip #4: Prevent using the following items to avoid problems:
- Audio
- WordArt, ClipArt
- GIFS with animations
- Files that are embedded
- combining fields or adding or modifying hidden links
- Files larger than 2 MB
- Non.docx file formats or.docx files renamed from previous Microsoft Word documents
4. Custom Template Import
First, pick Custom Form Style from the Gear icon, as seen in the image below:
In QuickBooks Online, go to Custom Form Styles.
Second, from the New Style drop-down, choose Import Style, as seen in the screenshot below:
In QuickBooks Online, choose Import Style.
Third, pick the invoice template you want to import by clicking the Browse option.
In QuickBooks Online, import your invoice template.
Prior to mapping, QuickBooks will examine and scan your template for marked fields when you submit it. Once the upload is complete, QuickBooks will attempt to map fields using an algorithm that attempts to forecast the most relevant data based on highlighted regions in your template. You should see the following notice when the template has been successfully uploaded:
Your invoice template has been successfully uploaded to QuickBooks Online, according to the message.
5. Connect the marked areas in your template to the data fields in QuickBooks Online.
In QuickBooks Online, here’s an example of how to link your invoice template to data fields.
In this stage, double-check that the mapped fields from your template correspond to the relevant fields in QuickBooks Online. A number appears next to each bracketed text that matches to the number on your invoice preview.
As you can see in the screenshot above, several of the fields are incorrectly mapped.
6. Make any necessary changes to the mapping
To alter the mapping, open the drop-down menu and look over the fields that need to be mapped, as shown in the picture below:
In QuickBooks Online, how do you fix data mapping?
Select the Next button to obtain a preview of the invoice template after everything is connected properly. Once you’re happy with the invoice, save it and give your new design a name (for example, Paul’s Plumbing Custom Invoice).
Frequently Asked Questions about QuickBooks Templates
The most commonly asked questions concerning QuickBooks templates are answered here.
The most commonly asked questions concerning QuickBooks templates are shown below:
How Do I Make a QuickBooks Template?
In QuickBooks Online, there are a few options for creating a template. You may either import an invoice template or build a custom invoice template directly inside QuickBooks Online, as described in this article. For step-by-step instructions, see our video guide on How to Customize Invoices Using QuickBooks Online.
How Do I Make a QuickBooks Estimate Template?
You may create a custom estimate template right in QuickBooks Online. This tool enables you to customize your template by adding your business logo, choosing a design, and changing the color scheme. Our video guide on How to Customize Sales Forms includes step-by-step guidance.
How Do I Make Changes to My QuickBooks Invoice Template?
You may make changes to the invoice templates in QuickBooks Online. To do so, go to the Gear icon and choose Custom Form Styles from the drop-down menu under Your Company Menu. Once you’re on that page, choose the template you want to update and make your adjustments.
In QuickBooks Online, you may customize invoice templates.
Is it Possible to Customize QuickBooks Invoices?
You don’t have to start from scratch with QuickBooks since it comes with a basic invoice form. You may customize the basic template to match your own company requirements. This comprises your company’s logo, contact information, as well as the description, quantity, and other facts. For more information, see our video guide on How to Customize Sales Forms.
Conclusion
When it comes to choosing the correct QuickBooks invoice templates for your company, you have various alternatives, as explained throughout this article. Additionally, if you want to save time, you may use the QuickBooks Online basic design and edit it by adding your logo, description, quantity, pricing, or customer ID.
FreshBooks is a good option if you just need an invoicing tool and don’t need all the bells and whistles. See how FreshBooks stacks up against QuickBooks in our FreshBooks vs. QuickBooks comparison. Check out our free QuickBooks Course to learn how to rapidly produce personalized invoices in QuickBooks and manage all of your company finances. It has video instructions on how to set up your company and handle invoices, bills, and costs.
QuickBooks is a popular accounting software that allows users to create invoices and track payments. The “quickbooks invoice pdf” is a free, downloadable PDF file containing 10 QuickBooks Invoice Templates.
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