For preparing a single QB proforma invoice, you can launch this Intuit software. With the help of the Gear symbol, pick Custom Form Styles. Followed by this, find New Style and press the dropdown for viewing the New Style Menu. Now, click on the option that says Estimate. For continuing, you can open the Content tab. You will be able to prepare the proforma here. Subsequently, you can change every estimate’s name and the proforma invoice will have been made.

To be more familiar with how to create a proforma invoice in QuickBooks, these guidelines should be read:

Run “QB” and press the gear-like symbol.
Select “Custom Form Styles”
Custom Form Styles – how to create proforma invoice in quickbooks
Opt for “New Style”.
Using the dropdown option, find “New Style Menu”.
Choose “Estimate”.
Visit the tab for “Content”
Navigate to “Custom Form Styles”.
Next to “Edit”, press the dropdown.
Select “Make Default”.
Use any preferred name for the estimates.
After initiating the changes, press “Save”.
Click on “Exit”.

After saving your form, you can click the Exit button. This way you can easily create Proforma Invoice in a QuickBooks account. Thereafter, you can send this to the customer before finalizing the deal.

Regards,

Rachel Gomez