How to Create Invoices in QuickBooks

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In Brief...

QuickBooks provides many powerful tools for managing customer payments, including creating invoices. To create an invoice in QuickBooks, follow these five steps.

This feature works the same in versions 2011–2016 of QuickBooks.

Instructions

  1. On the Home page, in the Customers panel, click Create Invoices.
    Create Invoice

  2. In the Customer:Job field, select or start typing the customer name.

  3. Fill out the Invoice form, entering the date, purchase order number (if applicable), the payment terms, the items sold, and item details such as description, quantity, and rate.

  4. Mark the To be printed and/or To be e-mailed checkbox(es) or neither to indicate how the invoice should be distributed to the customer.
    Distribution Checkboxes

  5. Review the invoice, then click Save & Close.

Confirm the invoice was recorded correctly by viewing the customer's transaction detail in the Customer Center.
Transaction Detail in Customer Center

Author: Lee Fifield

Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.

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