Among the various features provided by QuickBooks, proforma invoices are one of the most important accounting features provided by QuickBooks. QuickBooks proforma invoices can be used for a variety of purposes, including shipping, customer submissions, and account tracking. A pro forma invoice in QuickBooks is a document that can be used as proof of sales and purchases. A proforma invoice contains information about the product and the payment transaction for which payment has been made or has already been made. This is also called a preliminary invoice. In other words, it is not a real invoice, but you can treat it as such. This article explained the different categories of pro forma invoices and the steps to create a pro forma invoice. We have explained the process in detail for you to understand. Read the full blog to learn more about QuickBooks Proforma Invoice. You can also contact our technical support team at +1-844-499-6700 for immediate assistance.
Steps to Create a Proforma Invoice in QuickBooks
Below is a step-by-step guide to the entire process that you need to follow to create a proforma invoice in QuickBooks.
- A gear icon will appear on the right side of the screen.
- You need to click on it.
- A window will open where you must search for custom form styles and select the new option.
- You must click on the New Style drop-down menu and select anestimate option.
- Next, you need to click on the Content tab.
- Next, you need to click on the edit option and select the Set as Default option.
- Added option to rename quotes.
- You can change it or leave it different depending on your needs.
- You must now save your changes and exit the window.
Steps to Create Multiple Invoices
Follow these steps to create multiple invoices in QuickBooks.
- You must first click on the Create option and then select the Multiple Invoices
- Then you need to click on the plus sign.
- You can now create multiple invoices.
- You must click on the information column and enter the required information.
- You can also create an invoice if required.
- You need to go to the menu and select the option to delete the invoice.
Read Also: Print voucher checks in QuickBooks Online
Conclusion:
We hope you understand the concept of QuickBooks Proforma Invoice. The above process will likely help you create a QuickBooks Proforma Invoice. If you continue to have trouble creating or setting up pro forma invoices in QuickBooks, please contact our QuickBooks tech support team for assistance. To get in touch with our team just dial our QuickBooks Error Support Team i.e. +1-844-499-6700.
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