how to create an invoice in quicken home and business 2017

You must enter a tag that is associated with a business. What kind of tag should I enter in this field?.In the Business Tag list, select the tag for the business this invoice is for.However, your form will appear correctly when you print or email it. The dialogs will contain the same fields as your customized form layouts, but they may not accurately reflect the appearance of your customized form layouts. Why doesn't the form look like my customized layout? The Invoice and Estimate dialogs in which you create specific invoices or estimates are for data-entry purposes only.This lets you create a new layout in the Forms Designer and then go back to your invoice or estimate and apply the new layout. You're given the option of saving your current invoice or estimate before opening the Forms Designer. You can also click Customize to go to the Forms Designer to create a new layout. Quicken displays the layout you last used. In the Layoutlist, select the layout you want to use.The names of closed projects/jobs don't appear.

If you're entering a project/job for the first time, Quicken displays the New Project/Job dialog for you to complete.

In the Project/Job field, enter the project/job name, or select the name in the list.

The next time you create an estimate or invoice for that customer, you can select it in the list. The first time you enter a customer name, QuickFill memorizes the name.

Do I need to enter this customer every time? No.

In the Customer field, enter the name of the person or firm with whom you're dealing, or select the name in the list.

To create an invoice: Click the Businesstab, then click the Business Actions and choose Invoices and Estimates > Create Invoice.

To create an estimate: Click the Businesstab, then click the Business Actionsand choose Invoices and Estimates > Create Estimate.

You can simply create an invoice whenever you need to bill customers for the products or services they bought from you.Ĭlick the topic below for the item you want more information about. Of course, you don't need to create an estimate to convert to an invoice. These are called invoice items in Quicken. You also enter details about the products and services you sell.

The invoice appears in the invoice account you select, with the next sequential invoice number.īecause you convert estimates directly to invoices, the two forms look very similar and require you to fill in most of the same information, such as the customer, date, and billing address. When a customer accepts your estimate, you can easily make any necessary modifications to it and then convert it to an invoice.

When you print or enter the estimate there is no change in your income, because there is no guarantee that you will complete the transaction. You can create an estimate to list goods you might sell or services you might provide to a prospective customer.

How to create an invoice in quicken home and business 2017