How To Create QuickBooks Proforma Invoice?

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 It is a non-posting form used in the QuickBooks Online tool. You will not get an in-built invoice for customers. But you can use the Custom Form Style to generate a new QuickBooks Proforma Invoice. The process takes only a few minutes.

Follow these simple steps-

  • Click on the Gear icon.
  • Select the Custom Form Styles tab to continue.
  • Then, tap New Style and choose the Estimate option.
  • Navigate to the Content tab and tap the Edit icon.
  • After that, change the Estimate option in the invoice.
  • Finally, tap Save to update the QuickBooks Proforma Invoice style.

Source: QuickBooks Invoice: A Step-By-Step Guide To Creating Invoices




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