In QuickBooks Desktop Pro, line items are used for goods and services, as well as discounts, subtotals, and sales tax lines, among others.Ī picture that shows a user entering line item information after they create an invoice in QuickBooks Desktop Pro.įor each line item, specify the quantity and rate by using the “Qty” and “Rate” fields. The items that appear in the drop-down list are from the Item List. Do this by selecting a choice from the “Item” column in the first available row within the line item area. The “Invoice #” field automatically increments itself up to the next available invoice number.Īt the bottom of the invoice, you then enter each item purchased on its own line. You must also choose a sales tax code and sales tax rate to apply from the “Customer Tax Code” and “Tax” drop-downs at the bottom of the form.Īfter entering the customer information, select the invoice date from the “Date” field. This includes setting the sales terms from the “Terms” drop-down. If manually entering customer data, instead, you must specify additional information. If you select a customer from the drop-down, their information automatically appears in the form. Alternatively, you can type the customer information into the “Bill To” and “Ship To” fields in the form. One way to do this is by using the “Customer:Job” drop-down and then selecting an existing customer from the Customer List. Then enter customer information into the invoice. To do this, use the “Template” drop-down in the upper-right corner of the invoice data entry form. The specific invoice form used for the transaction can be changed. To create an invoice in QuickBooks Desktop Pro, select “Customers| Create Invoices” from the Menu Bar. It also shows how much that customer owes for the goods or services purchased. The invoice shows the customer’s information.

You create an invoice in QuickBooks Desktop Pro for customer sales for which payment will be made later. Overview of How to Create an Invoice in QuickBooks Desktop Pro:

QuickBooks Desktop (PC/Windows) 2022-2015.

Mac OS Ventura-Mojave Keyboard Shortcuts.

My invoice pro se 2016