Creating Invoices in QuickBooks
How to Create an Invoice in QuickBooks Windows
(Pro, Premier, Enterprise)
Before you create an Invoice in QuickBooks, you must first setup the Items for the products or services you offer. You can set them all up first if you have them handy, or create them in the "Create Invoices" window as the need for them arise. You may also want to customize the QuickBooks standard Invoice form template to suit your business needs. This way you will have the fields available on your Invoice form that your company will need.
Step 1. Go to the Customer menu at top menu bar and click Create Invoices.
Step 2. Select the customer/job from the dropdown menu at top left Customer:Job.
Step 3. Enter the invoice date, description, quantity, rate and all other invoice particulars.
Step 4. Click Save or Save and Close.
Customer Setup & Management
- How to Set Up Your Customers in QuickBooks for Windows (Pro, Premier)
- How to Set Up Your Customers in QuickBooks for Mac
- How to Set Up Customers in QuickBooks Online
- How to Create an Invoice in QuickBooks
- How to Create an Estimate in QuickBooks
- How to Turn On the Estimates Preference in QuickBooks
- How to Progress Invoice in QuickBooks
- How to Turn On the Progress Invoicing Preference in QuickBooks
- How to Invoice Customers from Timesheets in QuickBooks Online
- How to Book a Bounced Check Against an Invoice in QuickBooks
- How to Create Items in QuickBooks for Mac for the Products and Services You Provide
- How to Record, Delete, or Edit a Sales Tax Payment in QuickBooks Online
- How to Record a Payment for an Invoice that Was Written Off in a Previous Year in QuickBooks