What Are The Steps To Create A Rent Invoice In QuickBooks?

Quickbooks is one of the best accounting software which has created a very good impression on everyone’s mind. This software is used by small level businessmen as well as mid-lever enterprises. The software is quite easy to use, in spite of having many functions. Users can easily monitor their daily task such as, payroll, budgeting, benefit & loss, invoicing and so on.

It has many features and functions to support billing for rent and other financial aspects of property management. This software can be used to create a rent invoice as well as other record-keeping. So, let’s start with the instructions. Follow them step-by-step:

1.      First of all, the user has to gather all the information about the renter, including his name and other identifying information.

Keep the housing unit number for the tenant ready and also ensure if it is correct. Because without this information, rent billing can get confusing.

2.      Now, check the business and contact information given on the rent invoice.

3.      Next, you have to choose a template from QuickBooks. You can choose any which you like, as there are many templates, choose one to set for a rent bill or invoice.

4.      Later on, go to the Customers menu and when the drop-down list opens up, choose to Create Invoice.

5.      Go to Customer: Job and click the arrow button beside this option. Now, select a previously programmed tenant.

A user can select Add new if the tenant is not previously in the system. Through this option, a user can set up a new tenant. Provide all the details to input the new contact into QuickBooks.

6.      Also, use class tracking because this feature permits for more advanced record-keeping.

7.      This step consists of entering the line items. In this field, landlord bills for the rental amount by month and other details are recorded.

8.      You will notice a box for Customer message; type a thank you or another message for the tenant as you like. Through this option, landlord can communicate about the line items.

9.      A user can also use the Memo section, which will not be visible in the invoice. It is completely private and can be helpful for various property management purposes.

Add any information related to back rent, duration for the lease or any other details in the field.

10.  Tick mark the option titled as ‘To be printed’ and ‘To be e-mailed’. This option allows you to choose print commands to email the invoice, or email commands to send it by email.

So, that’s all with the procedure. If you confront any difficulty in doing this, then you’re always free to Contact QuickBooks Technical Support Phone number 1844-856-1333 for an instant solution. Our expert technicians provide remote assistance service via phone, chat as well on email. We have a team of experienced engineers, who fully support the customers and sort their problems in just a few minutes.