How to Create Invoice Excel Template in QuickBooks?

by James Antonio

Follow the below mention Steps to Create Invoice Excel Template in QuickBooks from Scratch

Maintaining an excel file is something anyone can do, but with a smart setting only few can do. For one thing, I will always envy those as those excels are appearing to be more arranged, color coded and very easy on the eyes. However, if you wish to go the extra mile, then you can also manually make your own invoice template in Excel. There are several types of invoicing templates in excel, which you can use for your business requirements:

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  • Blank Excel Invoice Templates for Business
  • Time-based Service Excel Invoice Template
  • Simple Two-page Product Excel Template
  • Bold Modern Sales Excel Invoice Template
  • Consulting Services Excel Invoice Template
  • Professional Commercial Invoice Template
  • Deskera Professional Invoice Templates
  • Deskera Sell Dashboard

Steps to Create Invoice Excel Template in QuickBooks from Scratch

Here are the steps to make an invoice from a scratch with your choice of tabs and details. It will be a custom made template for you to use:

Step 1: Open a New Blank Workbook

In order to open a blank workbook on Excel, you need to move your cursor on the File tab and then click on the New button. With this, a new spreadsheet will be opened. Most of the time, you open an excel program and a new spreadsheet will open by default, so you may skip the step.

Step 2: Remove Grid lines

When you decide to remove grid lines, then you are closer to getting a cleaner look of your excel template. However, this step is optional. If you wish, you can also keep the format as it is currently. You can also remove grid lines in the end once you’re done creating the invoice.

In order to do so, you need to go to the Layout menu and in the View section, you should uncheck the Grid lines box.

Step 3: Create an Invoice Header

The elements of an invoice header entails The word “invoice”, Business logo, address, contact information. The word “invoice” means much more than just a word. It will include Business name and contact information and your business logo (if you have one). You also need to enter all of these details on the sheet, with the color, font, and font size you prefer, like the example below.

Step 4: You should add Due Date of the Invoice Payment & Invoice Number

On the right hand side of the dashboard, you need to add three lines or rows including the details of the billing date, payment due date, and unique invoice number.

Step 5: Enter the Client’s Contact Information

By entering the client contact details, you will be including the client’s name, street address, city, and phone number. You should be marking this section with the words “invoice to” or just mention “to”, and then fill in all of the required details.

Step 6: Try to add an Itemized List of Services and Products

A list of itemized services and products includes:

  • Name and description of the service/product.
  • Quantity purchased
  • Discounts and taxes
  • Subtotal for each line of product
  • Price per unit
  • Total amount due
  • The easiest way will be to create this list by adding all the above mentioned particulars in a table, with a column and row for every element.
  • You need to do this by going to the Tables section, and clicking on the New action tab.
  • Then, you can personalize and convert it into a color coded format as per your preference. With the help of Table Styles feature on the top left of the same Table menu, you can design your template or change the existing one at your preference.

After choosing the specific design, you can fill in the table with the appropriate and required details of the sale.

However, you need to remember that these elements are the part of the standard components of a regular sales invoice. More details might need to be included in an invoice, you are handling different types of business models. The template design will be depending on the type of industry, client, and products you’re selling.

Step 7: You can now use the SUM Function for Calculations:

Now, in the invoice template, you will be requiring the total and subtotals of certain figures. If you wish to keep these mathematics calculations simple and efficient, you can also simply insert a SUM function in your worksheet. Once you apply the formula, it will automatically add up your totals. If you wish to do the same with other cells as well, all you need to do is to drag the same formula to other tabs or paste it to the required cell. This way you don’t have to calculate manually every time.

Step 8: You can choose to include Payment Terms and other additional Detailed Notes

At the bottom of the invoice, You can also include your payment terms with a short “thank you” note. This will give your invoice a closure look which is pretty much important. Payment terms will clarify further details.

Step 9: The Final Step is to Save and Send Your finished Invoice

Lastly, you need to save the completed invoice as a PDF file. Save a backup as well, which may be needed in god knows what situation. Then, it is all set to your customer with the preferred method, and finally gets paid!

If you wish to make an invoice in Excel from an existing template then, these are the steps you have to follow:

  • Search and select a template
  • You can also make some changes to make it a custom made template to your preference. All you need to do is to fill in the purchase details.
  • You need to save and send the file via fax, email, or through an invoicing software.

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Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

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Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

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Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

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Vehicle Mileage

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

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How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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