Step by Step Guide to Using QuickBooks


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




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1099 Setup & Printing

Banking Setup & Management

Company Setup & Management

Employee Setup & Management

Customer Setup & Management

Vendor Setup & Management

Payroll Setup & Management

Deposits & Undeposited Funds

Financial Statements & Reports

Reimbursements & Investments

Invoicing & Receivables

Bookkeeping 101


Third-Party Applications

Preferences & Customization

C.O.A Setup & Management