Invoicing is an essential part of running a business. Create invoices in QuickBooks, issue them to customers promptly, and pay invoices from suppliers on time to ensure that cash flow flows into your business regularly and maintains good relationships in your supply chain. Such invoices are provisional invoices. This is a type of document that can be accessed as proof of purchases and sales. This section explains a pro forma invoice and the complete steps to create a pro forma invoice in QuickBooks. Therefore, always be vigilant in this area or contact our technical support team at +1-844-499-6700. We provide support services immediately.

What should a proforma invoice look like?


A proforma invoice usually includes the following details:

• Date of issue

• Contact details

• A description of the goods and services you provide

• The price of goods and services you provide

• Sales tax and any other taxes or fees that apply

• Applicable shipping costs

• Total Amount due


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What are the important points to consider before creating a pro forma invoice?

There are three important points to keep in mind when creating a pro forma invoice:

• Pro forma invoices are typically stored as accounts receivable.

• This simply means you can prepare it to monitor the payments you receive.

• Proforma invoices are used in place of certain invoices.

• This must be recorded as the original invoice and the customer must not pay on this basis.

• Another important point is that this type of invoice and QuickBooks payroll are not the same.

• This means that you, as a seller, do not have to make payments to your customers.


How to create a pro forma invoice in QuickBooks?

To create a pro forma invoice in QuickBooks, you need to follow these steps.

• Click the gear icon on the right side of the screen.

• A window will then open asking you to search for custom form styles and select new options.

• Now click on the New Style dropdown menu and select the Quote tab.

• When finished, click the Content tab.

• Now you need to click on the Edit tab and also select the Set as Default option.

• Next, you will see an option to edit the quote's name.

• Depending on your needs, you can change it or leave it as is.

• Save changes and exit the screen.



Blog content is carefully selected by our certified QuickBooks experts. We wanted to make it easy for you to create proforma invoices in QuickBooks. However, there are always exceptions and you should always be prepared for the unexpected. So, if you get stuck somewhere or have any questions, call us right away at +1-844-499-6700. Our US-based QuickBooks desktop support team is available 24/7 to provide complete support for your QuickBooks-related issues.


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