How do I create a proforma invoice in QuickBooks?

Steps to create proforma invoice

  • Go to the Gear icon at the top.
  • Choose Custom Form Styles.
  • At the upper right corner, click the drop-down for New Style, and select Estimate.
  • On the Content tab, change Estimate to Proforma Invoice.
  • Click Done.

Now you proforma invoice is created. Please do remember to follow the steps in given order only. As skipping of steps can cause complex errors.