How to create an Invoice using QuickBooks Desktop




Published Apr 09 2020

QuickBooks Desktop is financial management software. It’s designed to cut off the time you spend managing your business finances, by helping you with tasks like Creating estimates and invoices. Tracking sales and cash flow. QuickBooks Accounting Features includes:
Expense Tracking
Cloud Accounting
Invoicing
Accounting Reports
Cash Flow Management
Accountant access
Automatic backups
Data security
Seamless Integration & Support
This article will demonstrate how to create an Invoice using QuickBooks Online. The following steps are involved in creating an Invoice in Quickbooks Desktop.

Create an invoice from the ‘Home screen’ or the ‘customer menu’

HOME SCREEN

CUSTOMER MENU

From the ‘Customer: Job’ drop-down, select a customer. If the customer is not on the list, you can add by selecting ‘Add New’.

Fill the relevant information from the top right corner like the ‘Date’, ‘Bill to’, and ‘Terms’.

Select an item; You can also select ‘’ to create a new item right from the invoice.

Enter a quantity, rate and change amount if needed.

You can include a message you wish to add in the invoice

You can also add a statement memo which will show as a note on your customer’s statement when you send them.

Select ‘Save & Close’.