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July 29, 2024
Question

Hello, my business is a mobile mechanic and I need to create vehicle details on the invoice

  • July 29, 2024
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1 reply

JoesemM
July 29, 2024

You can enter the vehicle details in the description column of your invoice, rezautocool. I'll guide you through the process of entering this in QuickBooks.

 

Since your business is a mobile mechanic, you can enter the details in the description column. Once done with the service, enter the vehicle details every time you create an invoice.

 

If you haven't created a service item, you can follow the steps below:

 

  1. Go to Sales and select Products & services.
  2. Select New and choose Service.
  3. Enter a Name for the product or service.
  4. From the Category ▼ dropdown, select the category that best describes your product or service. Find out more about item categories.
  5. In the Description on sales forms field, enter a description. This is what your customers will see on their sales form. You can also leave it as blank since you need to enter different descriptions for each of your vehicles.
  6. Please enter an amount in the Sales price/rate field or leave it blank. Add the price when you fill out the invoice or sales receipt.
  7. Select the account you want to use to track the sale from the Income account ▼ dropdown.
  8. If you need to track GST, select the appropriate GST from the GST ▼ dropdown. 
  9. Select Save and Close.

 

For more details on how to set up product and service items in QuickBooks, see this link: Add product and service items to QuickBooks Online.

 

Once done, create an invoice and enter the vehicle details in the description together with the amount. For detailed steps on how to create an invoice, you may open this article: Create invoices in QuickBooks Online.

Also, I'll be sharing these resources that will guide you in receiving customer payments and how to personalise sales forms in QuickBooks:

 

 

Please leave a comment below if you have follow-up questions about invoices or anything else related to QuickBooks. I’m more than happy to help. Have a good one!