Choosing which accounting software to use can be a daunting task. There are so many choices and so many features to choose from. The most important thing we need to consider is how the software would be a great fit for your business.
When we browse through our software choices, like Quickbooks and Xero, we don’t want to just see a list of features, we want to be able to take a peek at how it is actually done – without having to go through the trouble of doing it ourselves.
That is exactly what we have for you. We will be showing you how some processes are done with both Quickbooks and Xero to help you decide which one best suits your business’ needs.
Let’s start with invoicing.
Invoicing is how we let our clients know when, how much, and how they could send us their payments. Creating and sending those invoices is one of the most basic features of accounting software.
Here is how it is done.
Creating invoices with Quickbooks
From the Dashboard, select Start Invoicing and click on Customize Your Invoices.
Once you have finished your design, click on Content and input your company information, field names, and invoice details.
Click on Emails to customize the email that your clients get with every invoice they receive.
Select Payments if you want to give your clients the option to pay for the invoice.
Once finished, click on Done to save the invoice template.
Select the Client you want to send the invoice to from the drop-down list and type the Email Address you are sending the invoice to. The Billing Address and Invoice Terms will auto populate upon client selection.
Input the invoice charges in their respective fields and attach needed documents.
Once satisfied with your invoice, you can either Save for later or Save and Send.