quickbooks-contractor-invoicing

What problem does it solve?

Many Canadian contractors struggle to configure QuickBooks Online for accurate billing, tax handling, and clean client-facing reporting; this Skill consolidates the setup steps, tax-code configuration, and invoicing workflow so invoices are auditable and tax-compliant in BC.

Core Features & Use Cases

• Two-invoice workflow: Separate Labor (GST-only services) and Expenses (tax-inclusive receipts or pass-through materials) for clearer GL mapping and client transparency.
• Tax code and item configuration: Guidance for GST, GST/PST, zero-rated, and tax-inclusive product/service setup so QBO back-calculates correctly.
• Templates and numbering: Create distinct invoice templates and custom transaction numbering conventions to maintain consistent billing and audit trails.
• Use Case: A millwork contractor bills install hours and office hours on a Labor invoice while issuing a separate Expenses invoice for mileage, parking receipts, and reimbursable materials with correct GST treatment.

Quick Start

Create a Labor invoice with GST-only items and an Expenses invoice with tax-inclusive receipts, using distinct templates and custom invoice numbers for the same client.