Things You'll Need:
- Quicken 2008 Home and Business
- Customer Information
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Step 1
Launch Quicken Home & Business 2008. Once the program is open, you will be viewing the Quicken 2008 home page.
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Step 2
Click on “Business” in the menu bar and then click on “Invoices and Estimates.” From the next menu, click on “Create Invoice.” A new invoice window will then pop up with several fields for you to fill out.
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Step 3
Enter the name of the customer that you will be sending this invoice to. If you have already created a customer database then you can select a customer from the drop-down menu.
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Step 4
Input the name of the project/job that this invoice will be tied to. If this is a new project/job then you will be prompted to enter the project/job details. A new window will pop up which will ask you to fill out the following information: project/job, status, description and dates. After entering the project/job details, click on “OK."
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Step 5
Select a business tag. If you only have one business listed in the Quick 2008 Home & Business program, then this will auto-populate after you have completed the invoice. If, however, you have more than one business entity in Quicken, you will need to select which business tag will be applied to this invoice.
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Step 6
Enter the "bill to" and "ship to" information. Not all customer invoices will have a product that needs to be shipped so you can leave this section blank.
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Step 7
Verify that the invoice date and due date fields are accurate. If the customer has provided you with a purchase order, place that number in the P.O. Number field.
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Step 8
Click on line one under the Item field and enter the item information. If this is a new item, you will be prompted to enter the following item information: item name/number, category/tag, description and per item rate. Once you have entered all of the item information, click on “OK."
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Step 9
Enter a quantity for the item listed in line one. The default quantity is 1. Complete this same step for additional items that will be included on this invoice.
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Step 10
Complete the remaining fields in the invoice including the tax rate, customer message and memo.
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Step 11
Click on “save and new” if you have completed this invoice and would like to create a new one. If you are finished creating new invoices, click on “save and done.”
