How to Create an Invoice in QuickBooks

  • Quickbooks

Creating and managing invoices is a core feature of QuickBooks accounts receivable functionality. You can create invoices from scratch, for sales orders or for estimates/quotations.

Follow these steps to create an invoice from scratch:

  1. Select Create Invoices from the Customers menu.
  2. Go to the Customer: Job and select the customer or customer job for the invoice. You can click Add New to create a new customer.
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  1. Fill out the form with the required information, such as the date, invoice number, bill to, and terms.
  2. Add items for the invoice to the detail area. You can create a new item or modify the descriptions and costs of previously entered items.
  3. Click Save & Close to complete the invoice.

If you need to create an invoice for an existing sales order, follow these steps:

  1. Go to the Sales Orders tab and select Create Invoice.
  2. Select the option to either create an invoice for all sales orders or create an invoice for selected items.
  3. Make changes to the invoice as needed. For example, quantity, price, or other details may have changed between the order and the invoice.
  4. Click Save & Close.

You can also create an invoice from an estimate with these steps:

  1. Open the estimate.
  2. Click on Create Invoice near the top of the form.
  3. You may be prompted to select which items and quantities to apply to the invoice.
  4. The invoice will generate, and you can modify any information if needed.
  5. Click Save & Close.

R&D Offer Quiz

Step 1 of 3

Answer to find out if you're eligible for R&D tax credits.

Do the activities performed relate to a new or improved business component’s function, performance, reliability, quality, or composition?(Required)
For Example: A mid-sized packaging company develops a slightly modified cardboard box design to improve its stacking strength (reliability) for warehouse storage, involving minor adjustments to the corrugation pattern to reduce collapse under standard weight loads.
Is your company trying to discover information to eliminate uncertainty concerning the capability or method for developing or improving a business component?(Required)
For Example: A furniture manufacturer investigates whether a cheaper wood adhesive can hold joints as effectively as the current one during assembly, testing bond strength to resolve doubts about its capability in standard production lines.
Do the activities performed constitute a process of experimentation?(Required)
For Example: An auto parts supplier runs a series of bench tests on different lubricant formulations to find one that reduces friction in engine bearings more effectively, systematically comparing wear rates over simulated operating cycles.