{"id":2598,"date":"2014-01-30T13:24:51","date_gmt":"2014-01-30T18:24:51","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=2598"},"modified":"2025-12-05T08:03:23","modified_gmt":"2025-12-05T13:03:23","slug":"quickbooks-faq-creating-an-invoice-in-quickbooks","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/quickbooks-faq-creating-an-invoice-in-quickbooks\/","title":{"rendered":"How to create an invoice in QuickBooks"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">So far in our <a href=\"https:\/\/www.method.me\/quickbooks-crm\/\">QuickBooks<\/a> 101 blog series, I\u2019ve answered a few high-level QuickBooks questions, such as&nbsp;\u201cWhy is QuickBooks a good accounting software for my small business?\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, I\u2019m happy to help answer user-based QuickBooks questions starting with&nbsp;<strong>\u201cHow do I create&nbsp;an invoice in QuickBooks?<\/strong>\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I will also include the \u2018how-to\u2019 documentation notes and video tutorial link for&nbsp;<strong>creating an invoice within&nbsp;<a href=\"https:\/\/www.method.me\/\">Method CRM<\/a><\/strong>, since everything you do in Method will sync with your QuickBooks file (yay, no double entry!).<\/p>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-quickbooks-can-t-do-everything-so-let-method-crm-help\">QuickBooks can&#8217;t do everything, so let Method CRM help!<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content qb1c\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/quickbooks-crm\/?utm_campaign=2024ctas&amp;utm_term=cta-banner1c\">Learn more<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-an-invoice\">What is an invoice?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">An invoice is a itemized bill issued by a seller (you!) listing the goods or services supplied to the buyer (your customers!), containing individual prices, total charges, and the terms.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-do-i-create-an-invoice-in-quickbooks\">How do I create an invoice in QuickBooks?<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Click&nbsp;<strong>Create (+) &gt; Invoice<\/strong>.<\/li>\n\n\n\n<li class=\"\">Fill in the invoice.<\/li>\n\n\n\n<li class=\"\">If you\u2019ve saved a style other than the Standard style, choose it from&nbsp;<strong>Customise<\/strong>&nbsp;at the bottom of the page.<\/li>\n\n\n\n<li class=\"\">Click&nbsp;<strong>Print or Preview<\/strong>\n<ul class=\"wp-block-list\">\n<li class=\"\">Click&nbsp;<strong>Print or Preview<\/strong>&nbsp;again to ensure the form looks the way you want when you send or print it. You can also save it as a PDF here by hovering over the previewed form to see Adobe\u2019s save icon.<\/li>\n\n\n\n<li class=\"\">If you select&nbsp;<strong>Print Later<\/strong>, you can print it from the queue later.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"\">Click&nbsp;<strong>Save and send<\/strong>&nbsp;to email the form. You\u2019ll have the chance to edit the email message to your customer and to preview the form one last time.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-turn-an-estimate-into-an-invoice-in-method\">Turn an estimate into an invoice in Method<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Locate the Estimate you wish to convert and click on it.<\/li>\n\n\n\n<li class=\"\">At the bottom of the estimate, click&nbsp;<strong>Create Invoice<\/strong>.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-stop-spending-your-day-sending-emails-estimates-and-invoices\">Stop spending your day sending emails, estimates, and invoices.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content crm-cta4\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/grow.method.me\/request-demo\/?utm_campaign=2024ctas&amp;utm_term=cta-banner-mofu4\">Watch Method do it for you<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-turn-a-sales-order-into-an-invoice-in-method\">Turn a sales order into an invoice in Method<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once you have created your sales order and confirmed the details with your customer, you will probably want to create an invoice based on the information in the sales order. \u00a0Thankfully <a href=\"https:\/\/www.method.me\/\">Method<\/a> lets you do just that with a simple wizard tool.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Locate the sales order you wish to convert to an invoice and click on it.<\/li>\n\n\n\n<li class=\"\">Scroll down and click&nbsp;<strong>Create Invoice<\/strong>. You\u2019re prompted to follow three steps:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"949\" height=\"541\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/CreateInvoice.png\" alt=\"\" class=\"wp-image-5172 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/CreateInvoice.png 949w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/CreateInvoice-300x171.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/CreateInvoice-768x438.png 768w\" data-sizes=\"(max-width: 949px) 100vw, 949px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 949px; --smush-placeholder-aspect-ratio: 949\/541;\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Check off all the line items you want to include on this invoice.<\/li>\n\n\n\n<li class=\"\">Click&nbsp;<strong>Create Invoice<\/strong>. &nbsp;This opens the New\/Edit Invoice screen.<\/li>\n\n\n\n<li class=\"\">From here, you can make any edits or additions as you would if you were creating an invoice from scratch, only now the line items and customer information you included in the sales order are auto-filled!<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:80%\">\n<h3 id=\"download-your-invoicing-email-templates-for-free\" class=\"wp-block-heading\">Download your invoicing email templates for free<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Unsure of how to word your payment follow-up email?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use these free email templates to send invoice follow-ups and payment requests to your customers.<\/p>\n\n\n\n<p class=\"footnote wp-block-paragraph\">If you don&#8217;t see the download form, <a href=\"https:\/\/grow.method.me\/request-download-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">download template here<\/a>.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:20%\">\n<figure class=\"wp-block-image size-full is-resized imageCta-imageCta\"><img decoding=\"async\" width=\"500\" height=\"500\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/01\/IconTemplate.png\" alt=\"Template download copy\" class=\"wp-image-15648 lazyload\" style=\"--smush-placeholder-width: 500px; --smush-placeholder-aspect-ratio: 500\/500;width:140px;height:136px\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/01\/IconTemplate.png 500w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/01\/IconTemplate-300x300.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/01\/IconTemplate-150x150.png 150w\" data-sizes=\"(max-width: 500px) 100vw, 500px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button imageCta-imageCta m-text-small m-button-attr-ghost\"><a class=\"wp-block-button__link has-small-font-size has-custom-font-size wp-element-button\">Get your template<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Interested to see what QuickBooks Online users are saying about Method CRM?&nbsp;<a href=\"https:\/\/appcenter.intuit.com\/method-crm?locale=en-CA\">Check out some of our 1,200+ reviews on Apps.com<\/a>&nbsp;or on the&nbsp;<a href=\"https:\/\/desktop.apps.com\/apps\/129579#!overview\">QuickBooks Desktop Marketplace<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New to QuickBooks Online? Learn how to create an invoice within QuickBooks. Also included are links and videos on creating one in Method CRM.<\/p>\n","protected":false},"author":24,"featured_media":13331,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[39],"tags":[],"class_list":["post-2598","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-quickbooks-accounting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to create an invoice in QuickBooks &#8212; Method<\/title>\n<meta name=\"description\" content=\"New to QuickBooks Online? 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